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 | $58,365 | $95,453-38.9% | $112,040-47.9% | $82,448-29.2% |
| Participation rate | 50.8% | 72.8%-21.9pp | 76.5%-25.6pp | 68.1%-17.2pp |
| Annual return | 14.42% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $272 | $2,318-88.3% | $2,954-90.8% | $2,551-89.3% |
| Participant deferral / active EE | $2,144 | $4,224-49.2% | $5,098-57.9% | $4,139-48.2% |
| Admin fee / account holder | $2,774 | $9,013-69.2% | $12,098-77.1% | $7,234-61.7% |