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 | $58,127 | $81,460-28.6% | $103,333-43.7% | $80,856-28.1% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 10.89% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $447 | $3,105-85.6% | $3,868-88.4% | $2,755-83.8% |
| Participant deferral / active EE | $2,904 | $3,869-24.9% | $5,057-42.6% | $4,296-32.4% |
| Admin fee / account holder | $4,587 | $6,566-30.1% | $8,355-45.1% | $6,918-33.7% |