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 | $39,319 | $46,869-16.1% | $122,332-67.9% | $70,131-43.9% |
| Participation rate | 42.3% | 58.2%-15.9pp | 71.6%-29.3pp | 69.5%-27.2pp |
| Annual return | 13.06% | 24.22%-11.2pp | 30.27%-17.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $211 | $1,288-83.6% | $4,050-94.8% | $2,342-91.0% |
| Participant deferral / active EE | $1,897 | $2,166-12.4% | $3,287-42.3% | $3,332-43.1% |
| Admin fee / account holder | $19,542 | $3,322+488.2% | $5,478+256.7% | $4,645+320.7% |