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 | $19,839 | $107,934-81.6% | $91,989-78.4% | $152,861-87.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 21.79% | 89.24%-67.5pp | 69.02%-47.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $140 | $4,210-96.7% | $3,452-95.9% | $4,762-97.1% |
| Participant deferral / active EE | $4,307 | $6,364-32.3% | $5,923-27.3% | $5,850-26.4% |
| Admin fee / account holder | $425 | $10,520-96.0% | $7,743-94.5% | $11,596-96.3% |