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 | $50,664 | $85,202-40.5% | $172,739-70.7% | $72,985-30.6% |
| Participation rate | 37.9% | 70.1%-32.1pp | 82.6%-44.7pp | 69.5%-31.6pp |
| Annual return | 22.96% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,450 | $3,260-24.9% | $5,198-52.9% | $3,607-32.1% |
| Admin fee / account holder | $2,792 | $5,884-52.5% | $13,954-80.0% | $5,124-45.5% |