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 | $18,233 | $104,907-82.6% | $84,611-78.5% | $152,861-88.1% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 10.51% | 373.79%-363.3pp | 258.74%-248.2pp | 345.32%-334.8pp |
| Employer contribution / active EE | -$371 | $3,302-111.2% | $2,652-114.0% | $4,762-107.8% |
| Participant deferral / active EE | $1,682 | $4,688-64.1% | $3,899-56.9% | $5,850-71.2% |
| Admin fee / account holder | $1,417 | $6,241-77.3% | $4,912-71.1% | $11,596-87.8% |