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 | $40,465 | $95,416-57.6% | $185,823-78.2% | $85,850-52.9% |
| Participation rate | 35.8% | 68.8%-32.9pp | 81.7%-45.9pp | 69.3%-33.5pp |
| Annual return | 12.80% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $284 | $3,314-91.4% | $5,167-94.5% | $2,565-88.9% |
| Participant deferral / active EE | $3,090 | $3,423-9.7% | $5,568-44.5% | $3,952-21.8% |
| Admin fee / account holder | $5,179 | $7,213-28.2% | $16,237-68.1% | $6,260-17.3% |