See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,698 | $65,561-54.7% | $86,188-65.5% | $75,163-60.5% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.0%-22.8pp | 67.2%-21.0pp |
| Annual return | 16.11% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $47 | $1,553-97.0% | $2,380-98.0% | $2,670-98.3% |
| Participant deferral / active EE | $2,480 | $3,024-18.0% | $3,985-37.8% | $4,125-39.9% |
| Admin fee / account holder | $642 | $5,474-88.3% | $6,852-90.6% | $5,651-88.6% |