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 | $25,021 | $58,234-57.0% | $81,783-69.4% | $80,874-69.1% |
| Participation rate | 21.6% | 63.4%-41.8pp | 72.4%-50.7pp | 67.6%-46.0pp |
| Annual return | 15.20% | 41.70%-26.5pp | 775.05%-759.9pp | 35.62%-20.4pp |
| Employer contribution / active EE | $213 | $2,341-90.9% | $2,913-92.7% | $2,756-92.3% |
| Participant deferral / active EE | $1,460 | $3,283-55.5% | $4,320-66.2% | $4,297-66.0% |
| Admin fee / account holder | $11,049 | $4,982+121.8% | $7,380+49.7% | $6,935+59.3% |