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 | $22,800 | $117,983-80.7% | $101,794-77.6% | $142,382-84.0% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.2%-53.8pp | 80.1%-64.7pp |
| Annual return | 13.78% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | -$704 | $2,773-125.4% | $2,289-130.8% | $4,299-116.4% |
| Participant deferral / active EE | $2,089 | $4,714-55.7% | $4,084-48.8% | $6,507-67.9% |
| Admin fee / account holder | $60,995 | $10,433+484.6% | $8,777+594.9% | $12,624+383.2% |