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 | $31,126 | $61,272-49.2% | $149,673-79.2% | $71,457-56.4% |
| Participation rate | 21.4% | 62.5%-41.1pp | 78.8%-57.3pp | 67.9%-46.5pp |
| Annual return | 15.32% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $143 | $2,378-94.0% | $4,818-97.0% | $2,588-94.5% |
| Participant deferral / active EE | $1,013 | $2,917-65.3% | $5,680-82.2% | $4,289-76.4% |
| Admin fee / account holder | $3,327 | $1,261+163.8% | $13,210-74.8% | $1,587+109.6% |