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 | $57,985 | $57,354+1.1% | $83,848-30.8% | $64,186-9.7% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | 7.36% | 11.38%-4.0pp | 850.88%-843.5pp | 7.63%-0.3pp |
| Employer contribution / active EE | $227 | $2,545-91.1% | $3,631-93.7% | $2,381-90.5% |
| Participant deferral / active EE | $2,303 | $2,993-23.1% | $4,082-43.6% | $3,470-33.6% |
| Admin fee / account holder | $28,837 | $4,046+612.8% | $5,478+426.4% | $4,888+489.9% |