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 | $34,104 | $88,672-61.5% | $105,223-67.6% | $82,448-58.6% |
| Participation rate | 42.6% | 67.9%-25.3pp | 75.0%-32.4pp | 68.1%-25.4pp |
| Annual return | 13.71% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $510 | $3,048-83.3% | $3,689-86.2% | $2,551-80.0% |
| Participant deferral / active EE | $2,414 | $4,036-40.2% | $5,072-52.4% | $4,139-41.7% |
| Admin fee / account holder | $12,644 | $7,146+76.9% | $8,859+42.7% | $7,234+74.8% |