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 | $37,379 | $58,828-36.5% | $77,999-52.1% | $62,891-40.6% |
| Participation rate | 48.6% | 71.1%-22.5pp | 75.5%-27.0pp | 69.3%-20.7pp |
| Annual return | 8.06% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $106 | $1,672-93.7% | $2,470-95.7% | $2,281-95.4% |
| Participant deferral / active EE | $1,649 | $2,686-38.6% | $3,497-52.8% | $3,203-48.5% |
| Admin fee / account holder | $2,783 | $4,393-36.7% | $5,480-49.2% | $4,296-35.2% |