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 | $30,433 | $52,279-41.8% | $89,391-66.0% | $79,858-61.9% |
| Participation rate | 26.3% | 57.5%-31.2pp | 68.0%-41.7pp | 69.6%-43.3pp |
| Annual return | 14.46% | 22.16%-7.7pp | 245.62%-231.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $118 | $1,572-92.5% | $2,586-95.4% | $2,471-95.2% |
| Participant deferral / active EE | $851 | $2,740-68.9% | $3,890-78.1% | $3,740-77.2% |
| Admin fee / account holder | $445 | $3,356-86.7% | $4,881-90.9% | $5,306-91.6% |