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 | $33,684 | $86,929-61.3% | $102,423-67.1% | $80,856-58.3% |
| Participation rate | 48.8% | 72.4%-23.5pp | 76.5%-27.7pp | 67.6%-18.8pp |
| Annual return | 11.44% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $689 | $2,369-70.9% | $3,023-77.2% | $2,755-75.0% |
| Participant deferral / active EE | $3,273 | $4,118-20.5% | $5,053-35.2% | $4,296-23.8% |
| Admin fee / account holder | $14,761 | $8,049+83.4% | $9,451+56.2% | $6,918+113.4% |