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 | $48,118 | $48,795-1.4% | $65,493-26.5% | $84,808-43.3% |
| Participation rate | 16.1% | 67.0%-50.9pp | 73.1%-57.0pp | 68.3%-52.2pp |
| Annual return | 12.17% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $159 | $1,930-91.8% | $2,574-93.8% | $2,631-94.0% |
| Participant deferral / active EE | $872 | $2,928-70.2% | $3,961-78.0% | $4,212-79.3% |
| Admin fee / account holder | $2,374 | $3,877-38.8% | $5,028-52.8% | $7,344-67.7% |