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 | $35,458 | $30,588+15.9% | $53,898-34.2% | $85,563-58.6% |
| Participation rate | 15.5% | 26.3%-10.9pp | 55.0%-39.5pp | 66.0%-50.5pp |
| Annual return | 18.19% | 50.42%-32.2pp | 528.60%-510.4pp | 31.51%-13.3pp |
| Employer contribution / active EE | $47 | $436-89.3% | $932-95.0% | $2,654-98.2% |
| Participant deferral / active EE | $272 | $848-67.9% | $1,826-85.1% | $4,375-93.8% |
| Admin fee / account holder | $10,540 | $1,879+460.9% | $2,491+323.2% | $834+1163.5% |