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 | $54,649 | $81,233-32.7% | $155,567-64.9% | $80,874-32.4% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.6%-38.0pp |
| Annual return | 20.67% | 33.33%-12.7pp | 64.74%-44.1pp | 35.62%-15.0pp |
| Employer contribution / active EE | $297 | $3,101-90.4% | $4,674-93.7% | $2,756-89.2% |
| Participant deferral / active EE | $1,314 | $3,452-61.9% | $5,628-76.7% | $4,297-69.4% |
| Admin fee / account holder | $745 | $7,998-90.7% | $15,916-95.3% | $6,935-89.3% |