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 | $25,284 | $44,103-42.7% | $75,826-66.7% | $64,186-60.6% |
| Participation rate | 46.7% | 62.7%-16.1pp | 68.2%-21.6pp | 69.6%-22.9pp |
| Annual return | 14.91% | -4.72%+19.6pp | 1914.15%-1899.2pp | 7.63%+7.3pp |
| Employer contribution / active EE | $186 | $1,446-87.1% | $1,913-90.3% | $2,381-92.2% |
| Participant deferral / active EE | $1,483 | $2,204-32.7% | $2,862-48.2% | $3,470-57.3% |
| Admin fee / account holder | $493 | $3,506-86.0% | $4,726-89.6% | $4,888-89.9% |