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 | $31,844 | $53,822-40.8% | $75,696-57.9% | $85,850-62.9% |
| Participation rate | 46.3% | 69.1%-22.8pp | 74.8%-28.5pp | 69.3%-23.0pp |
| Annual return | 17.97% | 24.54%-6.6pp | 104.53%-86.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $82 | $2,017-95.9% | $2,743-97.0% | $2,565-96.8% |
| Participant deferral / active EE | $1,171 | $2,895-59.6% | $3,821-69.4% | $3,952-70.4% |
| Admin fee / account holder | $748 | $3,343-77.6% | $3,619-79.3% | $6,260-88.0% |