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 | $41,673 | $61,272-32.0% | $149,673-72.2% | $71,457-41.7% |
| Participation rate | 18.7% | 62.5%-43.8pp | 78.8%-60.1pp | 67.9%-49.2pp |
| Annual return | 14.03% | 35.85%-21.8pp | 134.42%-120.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $190 | $2,378-92.0% | $4,818-96.1% | $2,588-92.7% |
| Participant deferral / active EE | $937 | $2,917-67.9% | $5,680-83.5% | $4,289-78.1% |
| Admin fee / account holder | $11,385 | $1,261+802.6% | $13,210-13.8% | $1,587+617.2% |