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 | $55,997 | $61,774-9.4% | $97,226-42.4% | $80,856-30.7% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.7%-45.4pp | 67.6%-40.4pp |
| Annual return | 14.73% | -557.90%+572.6pp | 75.13%-60.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $301 | $1,837-83.6% | $2,729-89.0% | $2,755-89.1% |
| Participant deferral / active EE | $1,334 | $3,029-56.0% | $4,264-68.7% | $4,296-68.9% |
| Admin fee / account holder | $4,973 | $5,166-3.7% | $5,654-12.0% | $6,918-28.1% |