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 | $26,262 | $102,966-74.5% | $90,281-70.9% | $152,861-82.8% |
| Participation rate | 47.6% | 75.9%-28.2pp | 73.3%-25.7pp | 82.4%-34.8pp |
| Annual return | 11.36% | 95.16%-83.8pp | 78.10%-66.7pp | 345.32%-334.0pp |
| Employer contribution / active EE | $39 | $3,139-98.8% | $2,854-98.6% | $4,762-99.2% |
| Participant deferral / active EE | $781 | $4,281-81.8% | $3,885-79.9% | $5,850-86.7% |
| Admin fee / account holder | $1,808 | $6,171-70.7% | $5,351-66.2% | $11,596-84.4% |