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 | $7,558 | $56,053-86.5% | $75,972-90.1% | $80,856-90.7% |
| Participation rate | 57.8% | 62.0%-4.3pp | 69.1%-11.3pp | 67.6%-9.9pp |
| Annual return | 13.41% | 20.53%-7.1pp | 359.55%-346.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $92 | $1,874-95.1% | $2,685-96.6% | $2,755-96.6% |
| Participant deferral / active EE | $1,285 | $3,052-57.9% | $4,255-69.8% | $4,296-70.1% |
| Admin fee / account holder | $446 | $5,234-91.5% | $6,467-93.1% | $6,918-93.6% |