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 | $53,839 | $78,705-31.6% | $117,854-54.3% | $70,131-23.2% |
| Participation rate | 55.9% | 73.2%-17.3pp | 79.7%-23.7pp | 69.5%-13.6pp |
| Annual return | 25.34% | 23.30%+2.0pp | 335.08%-309.7pp | 73.14%-47.8pp |
| Employer contribution / active EE | $19 | $2,223-99.1% | $3,786-99.5% | $2,342-99.2% |
| Participant deferral / active EE | $2,209 | $3,297-33.0% | $4,482-50.7% | $3,332-33.7% |
| Admin fee / account holder | $2,925 | $5,065-42.3% | $8,020-63.5% | $4,645-37.0% |