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 | $16,367 | $85,202-80.8% | $172,739-90.5% | $72,985-77.6% |
| Participation rate | 58.2% | 70.1%-11.9pp | 82.6%-24.4pp | 69.5%-11.3pp |
| Annual return | 23.62% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $186 | $3,324-94.4% | $5,143-96.4% | $2,440-92.4% |
| Participant deferral / active EE | $1,036 | $3,260-68.2% | $5,198-80.1% | $3,607-71.3% |
| Admin fee / account holder | $1,223 | $5,884-79.2% | $13,954-91.2% | $5,124-76.1% |