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 | $34,476 | $95,416-63.9% | $185,823-81.4% | $85,850-59.8% |
| Participation rate | 52.0% | 68.8%-16.8pp | 81.7%-29.7pp | 69.3%-17.3pp |
| Annual return | 13.30% | 23.59%-10.3pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $70 | $3,314-97.9% | $5,167-98.7% | $2,565-97.3% |
| Participant deferral / active EE | $1,203 | $3,423-64.9% | $5,568-78.4% | $3,952-69.6% |
| Admin fee / account holder | $2,409 | $7,213-66.6% | $16,237-85.2% | $6,260-61.5% |