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 | $28,824 | $72,071-60.0% | $68,368-57.8% | $137,256-79.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 14.82% | 353.14%-338.3pp | 292.57%-277.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $154 | $2,788-94.5% | $2,649-94.2% | $4,156-96.3% |
| Participant deferral / active EE | $1,389 | $4,410-68.5% | $4,123-66.3% | $6,407-78.3% |
| Admin fee / account holder | $686 | $5,336-87.1% | $5,150-86.7% | $12,270-94.4% |