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 | $45,305 | $78,672-42.4% | $109,143-58.5% | $85,850-47.2% |
| Participation rate | 51.6% | 68.3%-16.7pp | 75.9%-24.3pp | 69.3%-17.7pp |
| Annual return | 14.09% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $308 | $2,735-88.7% | $3,722-91.7% | $2,565-88.0% |
| Participant deferral / active EE | $1,658 | $3,467-52.2% | $4,653-64.4% | $3,952-58.0% |
| Admin fee / account holder | $11,978 | $5,469+119.0% | $6,752+77.4% | $6,260+91.3% |