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 | $35,020 | $92,703-62.2% | $82,719-57.7% | $134,475-74.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | 1.70% | 944.92%-943.2pp | 701.18%-699.5pp | 417.96%-416.3pp |
| Employer contribution / active EE | $31 | $3,274-99.0% | $3,009-99.0% | $4,740-99.3% |
| Participant deferral / active EE | $2,000 | $4,802-58.4% | $4,395-54.5% | $6,400-68.7% |
| Admin fee / account holder | $25,889 | $5,983+332.7% | $5,329+385.8% | $11,426+126.6% |