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 | $38,039 | $58,694-35.2% | $142,863-73.4% | $85,850-55.7% |
| Participation rate | 57.5% | 58.5%-1.0pp | 71.9%-14.4pp | 69.3%-11.8pp |
| Annual return | 15.84% | 27.72%-11.9pp | 5637.54%-5621.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $175 | $1,423-87.7% | $4,144-95.8% | $2,565-93.2% |
| Participant deferral / active EE | $1,345 | $2,607-48.4% | $3,837-65.0% | $3,952-66.0% |
| Admin fee / account holder | $1,773 | $4,239-58.2% | $6,560-73.0% | $6,260-71.7% |