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 | $29,391 | $47,479-38.1% | $62,929-53.3% | $82,448-64.4% |
| Participation rate | 27.7% | 66.9%-39.2pp | 73.1%-45.4pp | 68.1%-40.4pp |
| Annual return | 20.49% | 20.34%+0.1pp | 1063.93%-1043.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $144 | $1,885-92.3% | $2,505-94.2% | $2,551-94.3% |
| Participant deferral / active EE | $993 | $2,870-65.4% | $3,888-74.5% | $4,139-76.0% |
| Admin fee / account holder | $1,487 | $3,804-60.9% | $5,065-70.6% | $7,234-79.5% |