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 | $33,461 | $47,105-29.0% | $68,368-51.1% | $67,986-50.8% |
| Participation rate | 18.7% | 51.8%-33.1pp | 73.8%-55.1pp | 57.2%-38.5pp |
| Annual return | 15.83% | 48.37%-32.5pp | 292.57%-276.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $85 | $1,859-95.5% | $2,649-96.8% | $2,019-95.8% |
| Participant deferral / active EE | $720 | $2,374-69.7% | $4,123-82.5% | $3,358-78.6% |
| Admin fee / account holder | $4,518 | $2,435+85.5% | $5,150-12.3% | $3,203+41.0% |