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 | $49,138 | $76,552-35.8% | $123,892-60.3% | $62,891-21.9% |
| Participation rate | 36.8% | 73.0%-36.1pp | 81.4%-44.6pp | 69.3%-32.5pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $295 | $2,883-89.8% | $4,617-93.6% | $2,281-87.1% |
| Participant deferral / active EE | $3,425 | $4,840-29.2% | $5,984-42.8% | $3,203+6.9% |
| Admin fee / account holder | $1,046 | $4,826-78.3% | $8,357-87.5% | $4,296-75.7% |