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 | $33,285 | $57,976-42.6% | $62,995-47.2% | $62,292-46.6% |
| Participation rate | 24.3% | 75.9%-51.6pp | 74.8%-50.5pp | 69.5%-45.2pp |
| Annual return | 18.47% | 17.54%+0.9pp | 87.57%-69.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $467 | $2,415-80.6% | $2,759-83.1% | $2,042-77.1% |
| Participant deferral / active EE | $2,216 | $2,956-25.0% | $3,329-33.4% | $3,169-30.1% |
| Admin fee / account holder | $693 | $276+151.4% | $3,600-80.7% | $479+44.6% |