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 | $38,694 | $86,929-55.5% | $102,423-62.2% | $80,856-52.1% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-21.9pp | 67.6%-13.1pp |
| Annual return | 14.45% | 18.88%-4.4pp | 29.32%-14.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $691 | $2,369-70.8% | $3,023-77.1% | $2,755-74.9% |
| Participant deferral / active EE | $3,310 | $4,118-19.6% | $5,053-34.5% | $4,296-22.9% |
| Admin fee / account holder | $9,931 | $8,049+23.4% | $9,451+5.1% | $6,918+43.5% |