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 | $52,248 | $77,634-32.7% | $156,549-66.6% | $62,891-16.9% |
| Participation rate | 8.0% | 71.2%-63.2pp | 84.0%-76.0pp | 69.3%-61.3pp |
| Annual return | 7.44% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $187 | $3,444-94.6% | $5,501-96.6% | $2,281-91.8% |
| Participant deferral / active EE | $1,459 | $3,045-52.1% | $4,871-70.0% | $3,203-54.4% |
| Admin fee / account holder | $464 | $5,561-91.7% | $13,027-96.4% | $4,296-89.2% |