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 | $29,189 | $77,899-62.5% | $149,673-80.5% | $75,163-61.2% |
| Participation rate | 41.5% | 65.6%-24.1pp | 78.8%-37.3pp | 67.2%-25.7pp |
| Annual return | 15.43% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $301 | $3,137-90.4% | $4,818-93.8% | $2,670-88.7% |
| Participant deferral / active EE | $1,044 | $3,411-69.4% | $5,680-81.6% | $4,125-74.7% |
| Admin fee / account holder | $739 | $5,956-87.6% | $13,210-94.4% | $5,651-86.9% |