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 | $28,318 | $85,202-66.8% | $172,739-83.6% | $72,985-61.2% |
| Participation rate | 27.8% | 70.1%-42.3pp | 82.6%-54.9pp | 69.5%-41.7pp |
| Annual return | 22.73% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $62 | $3,324-98.1% | $5,143-98.8% | $2,440-97.5% |
| Participant deferral / active EE | $989 | $3,260-69.7% | $5,198-81.0% | $3,607-72.6% |
| Admin fee / account holder | $1,663 | $5,884-71.7% | $13,954-88.1% | $5,124-67.5% |