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 | $57,982 | $63,346-8.5% | $92,233-37.1% | $70,131-17.3% |
| Participation rate | 41.1% | 68.7%-27.6pp | 76.5%-35.4pp | 69.5%-28.5pp |
| Annual return | 21.41% | 530.12%-508.7pp | 176.28%-154.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $223 | $2,471-91.0% | $3,679-93.9% | $2,342-90.5% |
| Participant deferral / active EE | $1,607 | $2,854-43.7% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $4,421 | $3,840+15.1% | $5,194-14.9% | $4,645-4.8% |