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 | $29,126 | $51,736-43.7% | $120,225-75.8% | $67,986-57.2% |
| Participation rate | 34.8% | 46.1%-11.2pp | 69.6%-34.7pp | 57.2%-22.4pp |
| Annual return | 14.01% | 31.98%-18.0pp | 439.23%-425.2pp | 31.67%-17.7pp |
| Employer contribution / active EE | $64 | $1,071-94.0% | $3,475-98.1% | $2,019-96.8% |
| Participant deferral / active EE | $1,186 | $2,206-46.2% | $3,999-70.3% | $3,358-64.7% |
| Admin fee / account holder | $9,330 | $4,159+124.3% | $5,696+63.8% | $3,203+191.3% |