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 | $56,014 | $58,208-3.8% | $81,812-31.5% | $80,856-30.7% |
| Participation rate | 30.6% | 63.4%-32.9pp | 72.3%-41.8pp | 67.6%-37.1pp |
| Annual return | 14.32% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $185 | $2,340-92.1% | $2,912-93.7% | $2,755-93.3% |
| Participant deferral / active EE | $739 | $3,281-77.5% | $4,319-82.9% | $4,296-82.8% |
| Admin fee / account holder | $884 | $4,981-82.3% | $7,386-88.0% | $6,918-87.2% |