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 | $30,626 | $77,899-60.7% | $149,673-79.5% | $75,163-59.3% |
| Participation rate | 24.7% | 65.6%-40.9pp | 78.8%-54.1pp | 67.2%-42.5pp |
| Annual return | 21.03% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $36 | $3,137-98.9% | $4,818-99.3% | $2,670-98.7% |
| Participant deferral / active EE | $1,198 | $3,411-64.9% | $5,680-78.9% | $4,125-71.0% |
| Admin fee / account holder | $5,721 | $5,956-3.9% | $13,210-56.7% | $5,651+1.2% |