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 | $44,183 | $81,248-45.6% | $155,509-71.6% | $80,856-45.4% |
| Participation rate | 28.2% | 66.2%-38.1pp | 78.2%-50.0pp | 67.6%-39.5pp |
| Annual return | 24.09% | 33.31%-9.2pp | 64.67%-40.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $283 | $3,100-90.9% | $4,672-93.9% | $2,755-89.7% |
| Participant deferral / active EE | $2,549 | $3,452-26.2% | $5,626-54.7% | $4,296-40.7% |
| Admin fee / account holder | $1,713 | $7,997-78.6% | $15,912-89.2% | $6,918-75.2% |