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 | $44,973 | $86,929-48.3% | $102,423-56.1% | $80,856-44.4% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 18.64% | 18.88%-0.2pp | 29.32%-10.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $579 | $2,369-75.5% | $3,023-80.8% | $2,755-79.0% |
| Participant deferral / active EE | $1,919 | $4,118-53.4% | $5,053-62.0% | $4,296-55.3% |
| Admin fee / account holder | $4,851 | $8,049-39.7% | $9,451-48.7% | $6,918-29.9% |