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 | $35,360 | $81,248-56.5% | $155,509-77.3% | $80,856-56.3% |
| Participation rate | 25.4% | 66.2%-40.9pp | 78.2%-52.8pp | 67.6%-42.3pp |
| Annual return | 12.37% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $46 | $3,100-98.5% | $4,672-99.0% | $2,755-98.3% |
| Participant deferral / active EE | $1,578 | $3,452-54.3% | $5,626-71.9% | $4,296-63.3% |
| Admin fee / account holder | $3,814 | $7,997-52.3% | $15,912-76.0% | $6,918-44.9% |