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 | $34,248 | $46,297-26.0% | $71,671-52.2% | $62,292-45.0% |
| Participation rate | 29.1% | 60.6%-31.5pp | 68.7%-39.7pp | 69.5%-40.4pp |
| Annual return | 49.28% | 22.32%+27.0pp | 20.65%+28.6pp | 28.90%+20.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,235 | $2,235-44.8% | $3,438-64.1% | $3,169-61.0% |
| Admin fee / account holder | $381 | $461-17.4% | $5,558-93.2% | $479-20.6% |