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 | $35,450 | $26,114+35.8% | $58,482-39.4% | $74,419-52.4% |
| Participation rate | 11.0% | 32.1%-21.1pp | 50.9%-39.9pp | 70.7%-59.7pp |
| Annual return | 18.38% | 32.51%-14.1pp | 4239.32%-4220.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $419 | $1,075-61.0% | $1,924-78.2% | $4,528-90.7% |
| Admin fee / account holder | $852 | $649+31.3% | $2,516-66.1% | $348+145.0% |