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 | $13,203 | $35,183-62.5% | $73,545-82.0% | $70,131-81.2% |
| Participation rate | 58.8% | 42.9%+15.9pp | 54.9%+3.9pp | 69.5%-10.7pp |
| Annual return | 14.11% | 26.90%-12.8pp | -15.16%+29.3pp | 73.14%-59.0pp |
| Employer contribution / active EE | $41 | $709-94.2% | $1,219-96.6% | $2,342-98.2% |
| Participant deferral / active EE | $432 | $1,220-64.6% | $1,806-76.1% | $3,332-87.0% |
| Admin fee / account holder | $636 | $2,302-72.4% | $2,320-72.6% | $4,645-86.3% |