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 | $46,136 | $86,891-46.9% | $142,449-67.6% | $75,163-38.6% |
| Participation rate | 46.8% | 68.5%-21.7pp | 76.8%-30.0pp | 67.2%-20.4pp |
| Annual return | 13.62% | 23.31%-9.7pp | 19.99%-6.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $851 | $3,355-74.6% | $4,847-82.5% | $2,670-68.1% |
| Participant deferral / active EE | $2,381 | $4,938-51.8% | $6,283-62.1% | $4,125-42.3% |
| Admin fee / account holder | $14,998 | $7,299+105.5% | $10,011+49.8% | $5,651+165.4% |