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 | $56,730 | $58,512-3.0% | $84,015-32.5% | $72,985-22.3% |
| Participation rate | 31.7% | 61.2%-29.6pp | 69.0%-37.3pp | 69.5%-37.8pp |
| Annual return | 27.26% | 28.93%-1.7pp | 71.31%-44.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $103 | $1,163-91.1% | $1,983-94.8% | $2,440-95.8% |
| Participant deferral / active EE | $1,231 | $2,394-48.6% | $3,239-62.0% | $3,607-65.9% |
| Admin fee / account holder | $1,481 | $4,569-67.6% | $6,101-75.7% | $5,124-71.1% |