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 | $58,614 | $86,929-32.6% | $102,423-42.8% | $80,856-27.5% |
| Participation rate | 36.8% | 72.4%-35.5pp | 76.5%-39.6pp | 67.6%-30.8pp |
| Annual return | 10.82% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $550 | $2,369-76.8% | $3,023-81.8% | $2,755-80.1% |
| Participant deferral / active EE | $2,866 | $4,118-30.4% | $5,053-43.3% | $4,296-33.3% |
| Admin fee / account holder | $13,966 | $8,049+73.5% | $9,451+47.8% | $6,918+101.9% |