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 | $38,077 | $84,233-54.8% | $170,442-77.7% | $70,131-45.7% |
| Participation rate | 36.8% | 70.8%-34.0pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 15.23% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $74 | $3,387-97.8% | $5,433-98.6% | $2,342-96.8% |
| Participant deferral / active EE | $2,295 | $3,086-25.6% | $4,939-53.5% | $3,332-31.1% |
| Admin fee / account holder | $3,149 | $5,698-44.7% | $13,880-77.3% | $4,645-32.2% |