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 | $53,355 | $29,667+79.8% | $56,441-5.5% | $80,874-34.0% |
| Participation rate | 9.7% | 41.7%-32.0pp | 52.5%-42.8pp | 67.6%-58.0pp |
| Annual return | 17.99% | 35.22%-17.2pp | 1704.21%-1686.2pp | 35.62%-17.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $290 | $1,227-76.4% | $1,953-85.2% | $4,297-93.3% |
| Admin fee / account holder | $5,901 | $2,429+142.9% | $2,829+108.6% | $6,935-14.9% |