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 | $30,245 | $60,349-49.9% | $74,183-59.2% | $62,891-51.9% |
| Participation rate | 52.5% | 72.7%-20.2pp | 76.6%-24.1pp | 69.3%-16.8pp |
| Annual return | 9.65% | 21.37%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $141 | $1,680-91.6% | $2,370-94.0% | $2,281-93.8% |
| Participant deferral / active EE | $1,423 | $2,856-50.2% | $3,550-59.9% | $3,203-55.6% |
| Admin fee / account holder | $2,937 | $4,261-31.1% | $5,586-47.4% | $4,296-31.6% |