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 | $23,835 | $45,035-47.1% | $62,995-62.2% | $70,131-66.0% |
| Participation rate | 59.0% | 69.5%-10.6pp | 74.8%-15.8pp | 69.5%-10.6pp |
| Annual return | 18.02% | 18.76%-0.7pp | 87.57%-69.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $282 | $2,051-86.3% | $2,759-89.8% | $2,342-88.0% |
| Participant deferral / active EE | $1,545 | $2,465-37.3% | $3,329-53.6% | $3,332-53.6% |
| Admin fee / account holder | $1,240 | $2,834-56.3% | $3,600-65.6% | $4,645-73.3% |