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 | $42,700 | $47,105-9.4% | $68,368-37.5% | $67,986-37.2% |
| Participation rate | 18.4% | 51.8%-33.3pp | 73.8%-55.3pp | 57.2%-38.8pp |
| Annual return | 15.66% | 48.37%-32.7pp | 292.57%-276.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $643 | $2,374-72.9% | $4,123-84.4% | $3,358-80.9% |
| Admin fee / account holder | $4,107 | $2,435+68.7% | $5,150-20.2% | $3,203+28.2% |