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 | $32,675 | $77,899-58.1% | $149,673-78.2% | $75,163-56.5% |
| Participation rate | 15.7% | 65.6%-49.9pp | 78.8%-63.1pp | 67.2%-51.5pp |
| Annual return | 28.63% | 31.72%-3.1pp | 134.42%-105.8pp | 160.62%-132.0pp |
| Employer contribution / active EE | $192 | $3,137-93.9% | $4,818-96.0% | $2,670-92.8% |
| Participant deferral / active EE | $1,054 | $3,411-69.1% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $1,311 | $5,956-78.0% | $13,210-90.1% | $5,651-76.8% |