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 | $39,186 | $56,110-30.2% | $94,993-58.7% | $70,131-44.1% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.9%-13.9pp | 69.5%-9.5pp |
| Annual return | 18.79% | 51.02%-32.2pp | 27.12%-8.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $242 | $1,442-83.2% | $2,603-90.7% | $2,342-89.7% |
| Participant deferral / active EE | $1,788 | $2,391-25.2% | $3,317-46.1% | $3,332-46.3% |
| Admin fee / account holder | $13,281 | $3,456+284.2% | $4,960+167.7% | $4,645+185.9% |