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 | $51,891 | $39,019+33.0% | $80,716-35.7% | $85,850-39.6% |
| Participation rate | 41.3% | 41.5%-0.3pp | 54.2%-12.9pp | 69.3%-28.0pp |
| Annual return | 14.14% | 26.27%-12.1pp | 87.28%-73.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,630 | $1,326+23.0% | $2,146-24.0% | $3,952-58.8% |
| Admin fee / account holder | $6,758 | $2,431+178.0% | $3,380+99.9% | $6,260+8.0% |