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 | $34,574 | $81,248-57.4% | $155,509-77.8% | $80,856-57.2% |
| Participation rate | 39.1% | 66.2%-27.1pp | 78.2%-39.1pp | 67.6%-28.5pp |
| Annual return | 21.75% | 33.31%-11.6pp | 64.67%-42.9pp | 35.59%-13.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,598 | $3,452-24.7% | $5,626-53.8% | $4,296-39.5% |
| Admin fee / account holder | $9,048 | $7,997+13.1% | $15,912-43.1% | $6,918+30.8% |