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 | $33,067 | $77,899-57.6% | $149,673-77.9% | $75,163-56.0% |
| Participation rate | 29.0% | 65.6%-36.5pp | 78.8%-49.7pp | 67.2%-38.2pp |
| Annual return | 18.51% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $363 | $3,137-88.4% | $4,818-92.5% | $2,670-86.4% |
| Participant deferral / active EE | $1,029 | $3,411-69.8% | $5,680-81.9% | $4,125-75.1% |
| Admin fee / account holder | $875 | $5,956-85.3% | $13,210-93.4% | $5,651-84.5% |