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 | $36,362 | $63,346-42.6% | $92,233-60.6% | $70,131-48.2% |
| Participation rate | 45.8% | 68.7%-22.8pp | 76.5%-30.6pp | 69.5%-23.7pp |
| Annual return | 16.88% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $387 | $2,471-84.4% | $3,679-89.5% | $2,342-83.5% |
| Participant deferral / active EE | $1,995 | $2,854-30.1% | $3,897-48.8% | $3,332-40.1% |
| Admin fee / account holder | $4,400 | $3,840+14.6% | $5,194-15.3% | $4,645-5.3% |