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 | $55,163 | $72,277-23.7% | $101,248-45.5% | $79,858-30.9% |
| Participation rate | 18.8% | 68.5%-49.7pp | 75.8%-57.1pp | 69.6%-50.9pp |
| Annual return | 13.55% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $520 | $2,692-80.7% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $1,916 | $3,282-41.6% | $4,370-56.2% | $3,740-48.8% |
| Admin fee / account holder | $2,554 | $4,400-42.0% | $5,945-57.0% | $5,306-51.9% |