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 | $14,045 | $32,037-56.2% | $69,182-79.7% | $62,891-77.7% |
| Participation rate | 13.9% | 43.4%-29.5pp | 55.1%-41.2pp | 69.3%-55.4pp |
| Annual return | 12.63% | 15.16%-2.5pp | -21.93%+34.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,289 | $1,185+8.8% | $1,897-32.0% | $3,203-59.8% |
| Admin fee / account holder | $32,736 | $2,608+1155.1% | $2,697+1113.9% | $4,296+662.1% |