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 | $16,384 | $87,705-81.3% | $63,517-74.2% | $125,391-86.9% |
| Participation rate | 15.4% | 77.0%-61.6pp | 71.0%-55.6pp | 83.2%-67.8pp |
| Annual return | 2.07% | 21.70%-19.6pp | -70.30%+72.4pp | 282.22%-280.2pp |
| Employer contribution / active EE | $125 | $3,601-96.5% | $2,322-94.6% | $4,866-97.4% |
| Participant deferral / active EE | $938 | $3,939-76.2% | $2,953-68.2% | $5,352-82.5% |
| Admin fee / account holder | $3,228 | $11,948-73.0% | $5,892-45.2% | $9,540-66.2% |