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 | $30,117 | $85,202-64.7% | $172,739-82.6% | $72,985-58.7% |
| Participation rate | 46.0% | 70.1%-24.1pp | 82.6%-36.7pp | 69.5%-23.5pp |
| Annual return | 20.35% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $290 | $3,324-91.3% | $5,143-94.4% | $2,440-88.1% |
| Participant deferral / active EE | $1,134 | $3,260-65.2% | $5,198-78.2% | $3,607-68.6% |
| Admin fee / account holder | $6,094 | $5,884+3.6% | $13,954-56.3% | $5,124+18.9% |