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 | $50,362 | $49,922+0.9% | $80,569-37.5% | $75,163-33.0% |
| Participation rate | 27.5% | 55.3%-27.8pp | 67.0%-39.5pp | 67.2%-39.7pp |
| Annual return | 15.45% | 34.69%-19.2pp | 935.43%-920.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $251 | $1,698-85.2% | $2,723-90.8% | $2,670-90.6% |
| Participant deferral / active EE | $2,012 | $2,990-32.7% | $4,447-54.8% | $4,125-51.2% |
| Admin fee / account holder | $453 | $3,577-87.3% | $5,377-91.6% | $5,651-92.0% |