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 | $59,000 | $106,355-44.5% | $237,244-75.1% | $116,875-49.5% |
| Participation rate | 55.6% | 71.9%-16.3pp | 80.3%-24.7pp | 74.5%-19.0pp |
| Annual return | 12.48% | 17.03%-4.6pp | 4131.29%-4118.8pp | 16.29%-3.8pp |
| Employer contribution / active EE | $253 | $1,595-84.2% | $4,351-94.2% | $3,288-92.3% |
| Participant deferral / active EE | $2,625 | $3,396-22.7% | $4,056-35.3% | $3,885-32.4% |
| Admin fee / account holder | $24,197 | $11,423+111.8% | $18,030+34.2% | $12,263+97.3% |