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 | $54,907 | $71,516-23.2% | $98,439-44.2% | $71,457-23.2% |
| Participation rate | 42.0% | 72.7%-30.7pp | 75.2%-33.2pp | 67.9%-26.0pp |
| Annual return | 15.33% | 32.41%-17.1pp | 21.16%-5.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | -$58 | $2,399-102.4% | $3,048-101.9% | $2,588-102.3% |
| Participant deferral / active EE | $1,855 | $4,109-54.9% | $4,738-60.9% | $4,289-56.8% |
| Admin fee / account holder | $11,185 | $1,675+567.9% | $8,948+25.0% | $1,587+604.7% |