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 | $55,894 | $100,326-44.3% | $180,183-69.0% | $84,808-34.1% |
| Participation rate | 49.2% | 71.0%-21.8pp | 77.4%-28.2pp | 68.3%-19.1pp |
| Annual return | 14.94% | 17.86%-2.9pp | 27.86%-12.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $404 | $3,269-87.6% | $5,039-92.0% | $2,631-84.6% |
| Participant deferral / active EE | $2,838 | $5,066-44.0% | $6,822-58.4% | $4,212-32.6% |
| Admin fee / account holder | $3,380 | $9,674-65.1% | $19,975-83.1% | $7,344-54.0% |