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 | $20,447 | $39,019-47.6% | $80,716-74.7% | $85,850-76.2% |
| Participation rate | 27.9% | 41.5%-13.6pp | 54.2%-26.3pp | 69.3%-41.4pp |
| Annual return | 16.05% | 26.27%-10.2pp | 87.28%-71.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $74 | $722-89.8% | $1,160-93.7% | $2,565-97.1% |
| Participant deferral / active EE | $590 | $1,326-55.5% | $2,146-72.5% | $3,952-85.1% |
| Admin fee / account holder | $1,942 | $2,431-20.1% | $3,380-42.5% | $6,260-69.0% |