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 | $20,324 | $77,634-73.8% | $156,549-87.0% | $62,891-67.7% |
| Participation rate | 50.5% | 71.2%-20.7pp | 84.0%-33.5pp | 69.3%-18.8pp |
| Annual return | 7.11% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $367 | $3,444-89.3% | $5,501-93.3% | $2,281-83.9% |
| Participant deferral / active EE | $1,180 | $3,045-61.2% | $4,871-75.8% | $3,203-63.1% |
| Admin fee / account holder | $1,972 | $5,561-64.5% | $13,027-84.9% | $4,296-54.1% |