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 | $27,088 | $115,770-76.6% | $101,248-73.2% | $158,922-83.0% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 13.27% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $270 | $4,175-93.5% | $3,660-92.6% | $4,761-94.3% |
| Participant deferral / active EE | $1,925 | $4,957-61.2% | $4,370-56.0% | $5,982-67.8% |
| Admin fee / account holder | $8,341 | $7,245+15.1% | $5,945+40.3% | $11,246-25.8% |