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 | $48,999 | $86,944-43.6% | $107,525-54.4% | $74,304-34.1% |
| Participation rate | 40.9% | 59.6%-18.7pp | 75.1%-34.2pp | 60.3%-19.5pp |
| Annual return | 16.92% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $672 | $2,757-75.6% | $3,754-82.1% | $2,241-70.0% |
| Participant deferral / active EE | $3,084 | $3,554-13.2% | $5,116-39.7% | $3,767-18.1% |
| Admin fee / account holder | $12,258 | $3,727+228.9% | $8,919+37.4% | $2,969+312.9% |