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 | $37,958 | $78,422-51.6% | $95,952-60.4% | $79,858-52.5% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 17.43% | 19.37%-1.9pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $414 | $1,945-78.7% | $2,541-83.7% | $2,471-83.2% |
| Participant deferral / active EE | $2,033 | $3,440-40.9% | $4,167-51.2% | $3,740-45.6% |
| Admin fee / account holder | $946 | $5,622-83.2% | $6,795-86.1% | $5,306-82.2% |