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 | $45,474 | $95,971-52.6% | $74,550-39.0% | $135,375-66.4% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | 0.12% | 56.96%-56.8pp | 32.53%-32.4pp | 519.73%-519.6pp |
| Employer contribution / active EE | $100 | $2,716-96.3% | $1,961-94.9% | $4,779-97.9% |
| Participant deferral / active EE | $1,350 | $3,843-64.9% | $3,108-56.6% | $5,609-75.9% |
| Admin fee / account holder | $644 | $6,522-90.1% | $5,060-87.3% | $10,827-94.1% |