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 | $46,903 | $78,705-40.4% | $117,854-60.2% | $70,131-33.1% |
| Participation rate | 58.8% | 73.2%-14.4pp | 79.7%-20.8pp | 69.5%-10.7pp |
| Annual return | 17.86% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $106 | $2,223-95.2% | $3,786-97.2% | $2,342-95.5% |
| Participant deferral / active EE | $1,522 | $3,297-53.8% | $4,482-66.0% | $3,332-54.3% |
| Admin fee / account holder | $2,207 | $5,065-56.4% | $8,020-72.5% | $4,645-52.5% |