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 | $41,063 | $65,365-37.2% | $92,893-55.8% | $72,985-43.7% |
| Participation rate | 38.7% | 68.3%-29.6pp | 76.0%-37.3pp | 69.5%-30.8pp |
| Annual return | 17.79% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $508 | $2,594-80.4% | $3,653-86.1% | $2,440-79.2% |
| Participant deferral / active EE | $2,034 | $3,128-35.0% | $4,236-52.0% | $3,607-43.6% |
| Admin fee / account holder | $4,053 | $4,251-4.7% | $5,794-30.0% | $5,124-20.9% |