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 | $37,593 | $61,605-39.0% | $112,229-66.5% | $75,163-50.0% |
| Participation rate | 27.3% | 61.7%-34.4pp | 72.4%-45.2pp | 67.2%-39.9pp |
| Annual return | 21.40% | 28.47%-7.1pp | 30.20%-8.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,930 | $3,108-37.9% | $4,798-59.8% | $4,125-53.2% |
| Admin fee / account holder | $2,762 | $4,862-43.2% | $7,748-64.4% | $5,651-51.1% |