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 | $12,637 | $84,696-85.1% | $75,696-83.3% | $167,490-92.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 16.94% | 199.36%-182.4pp | 104.53%-87.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $361 | $3,230-88.8% | $2,743-86.8% | $4,837-92.5% |
| Participant deferral / active EE | $5,440 | $4,580+18.8% | $3,821+42.4% | $6,341-14.2% |
| Admin fee / account holder | $754 | $5,355-85.9% | $3,619-79.2% | $12,309-93.9% |