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 | $51,793 | $124,281-58.3% | $109,143-52.5% | $167,490-69.1% |
| Participation rate | 56.5% | 79.4%-22.9pp | 75.9%-19.4pp | 82.1%-25.6pp |
| Annual return | 11.49% | 26.04%-14.5pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $558 | $4,207-86.7% | $3,722-85.0% | $4,837-88.5% |
| Participant deferral / active EE | $3,295 | $5,255-37.3% | $4,653-29.2% | $6,341-48.0% |
| Admin fee / account holder | $20,759 | $7,970+160.5% | $6,752+207.4% | $12,309+68.6% |