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 | $26,383 | $103,376-74.5% | $87,100-69.7% | $152,861-82.7% |
| Participation rate | 47.8% | 79.3%-31.5pp | 76.9%-29.0pp | 82.4%-34.6pp |
| Annual return | 22.27% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $552 | $3,220-82.8% | $2,521-78.1% | $4,762-88.4% |
| Participant deferral / active EE | $1,763 | $4,778-63.1% | $4,049-56.5% | $5,850-69.9% |
| Admin fee / account holder | $22,532 | $12,205+84.6% | $7,497+200.6% | $11,596+94.3% |