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 | $30,144 | $58,828-48.8% | $77,999-61.4% | $62,891-52.1% |
| Participation rate | 64.2% | 71.1%-6.9pp | 75.5%-11.3pp | 69.3%-5.1pp |
| Annual return | 7.79% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $285 | $1,672-83.0% | $2,470-88.5% | $2,281-87.5% |
| Participant deferral / active EE | $2,215 | $2,686-17.5% | $3,497-36.7% | $3,203-30.8% |
| Admin fee / account holder | $1,306 | $4,393-70.3% | $5,480-76.2% | $4,296-69.6% |