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 | $30,295 | $87,013-65.2% | $106,213-71.5% | $80,856-62.5% |
| Participation rate | 49.2% | 70.4%-21.3pp | 75.3%-26.1pp | 67.6%-18.5pp |
| Annual return | 10.74% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $94 | $2,395-96.1% | $3,171-97.0% | $2,755-96.6% |
| Participant deferral / active EE | $1,798 | $3,986-54.9% | $5,016-64.1% | $4,296-58.1% |
| Admin fee / account holder | $11,786 | $8,431+39.8% | $11,033+6.8% | $6,918+70.4% |