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 | $49,830 | $50,982-2.3% | $154,803-67.8% | $85,563-41.8% |
| Participation rate | 17.5% | 59.8%-42.3pp | 78.1%-60.6pp | 66.0%-48.5pp |
| Annual return | 14.65% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $159 | $1,708-90.7% | $4,305-96.3% | $2,654-94.0% |
| Participant deferral / active EE | $779 | $2,474-68.5% | $5,540-85.9% | $4,375-82.2% |
| Admin fee / account holder | $2,960 | $846+249.9% | $14,329-79.3% | $834+254.8% |