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 | $49,915 | $86,929-42.6% | $102,423-51.3% | $80,856-38.3% |
| Participation rate | 47.9% | 72.4%-24.5pp | 76.5%-28.6pp | 67.6%-19.8pp |
| Annual return | 13.75% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $113 | $2,369-95.2% | $3,023-96.3% | $2,755-95.9% |
| Participant deferral / active EE | $2,313 | $4,118-43.8% | $5,053-54.2% | $4,296-46.1% |
| Admin fee / account holder | $1,411 | $8,049-82.5% | $9,451-85.1% | $6,918-79.6% |