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 | $36,195 | $30,732+17.8% | $59,496-39.2% | $59,632-39.3% |
| Participation rate | 11.1% | 43.2%-32.1pp | 54.6%-43.4pp | 68.7%-57.6pp |
| Annual return | 1.74% | 4.47%-2.7pp | 182.05%-180.3pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $314 | $1,183-73.4% | $1,829-82.8% | $3,192-90.1% |
| Admin fee / account holder | $328 | $2,136-84.7% | $2,232-85.3% | $4,297-92.4% |