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 | $54,082 | $48,046+12.6% | $84,611-36.1% | $72,985-25.9% |
| Participation rate | 23.3% | 57.6%-34.2pp | 68.2%-44.9pp | 69.5%-46.2pp |
| Annual return | 21.76% | 37.38%-15.6pp | 258.74%-237.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $185 | $1,602-88.5% | $2,652-93.0% | $2,440-92.4% |
| Participant deferral / active EE | $815 | $2,680-69.6% | $3,899-79.1% | $3,607-77.4% |
| Admin fee / account holder | $2,006 | $3,395-40.9% | $4,912-59.2% | $5,124-60.8% |