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 | $56,551 | $34,308+64.8% | $74,701-24.3% | $72,985-22.5% |
| Participation rate | 18.9% | 42.4%-23.5pp | 54.5%-35.6pp | 69.5%-50.6pp |
| Annual return | 20.33% | 26.58%-6.2pp | 752.92%-732.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $662 | $1,271-47.9% | $1,964-66.3% | $3,607-81.6% |
| Admin fee / account holder | $3,598 | $2,124+69.4% | $3,333+7.9% | $5,124-29.8% |