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 | $37,128 | $78,705-52.8% | $117,854-68.5% | $70,131-47.1% |
| Participation rate | 63.2% | 73.2%-10.0pp | 79.7%-16.5pp | 69.5%-6.4pp |
| Annual return | 19.75% | 23.30%-3.5pp | 335.08%-315.3pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,585 | $3,297-21.6% | $4,482-42.3% | $3,332-22.4% |
| Admin fee / account holder | $1,436 | $5,065-71.6% | $8,020-82.1% | $4,645-69.1% |