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 | $36,302 | $51,045-28.9% | $70,515-48.5% | $71,457-49.2% |
| Participation rate | 39.0% | 59.4%-20.4pp | 68.3%-29.3pp | 67.9%-28.9pp |
| Annual return | 17.60% | 42.63%-25.0pp | 32.77%-15.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $344 | $1,790-80.8% | $2,973-88.4% | $2,588-86.7% |
| Participant deferral / active EE | $1,602 | $3,026-47.1% | $4,567-64.9% | $4,289-62.6% |
| Admin fee / account holder | $4,626 | $1,994+132.1% | $6,412-27.9% | $1,587+191.4% |