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 | $16,282 | $49,177-66.9% | $79,464-79.5% | $64,186-74.6% |
| Participation rate | 60.5% | 65.0%-4.5pp | 73.3%-12.8pp | 69.6%-9.0pp |
| Annual return | 11.43% | -1.16%+12.6pp | 718.14%-706.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $126 | $2,076-93.9% | $2,800-95.5% | $2,381-94.7% |
| Participant deferral / active EE | $1,385 | $2,821-50.9% | $3,704-62.6% | $3,470-60.1% |
| Admin fee / account holder | $1,049 | $3,839-72.7% | $5,113-79.5% | $4,888-78.5% |