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 | $33,614 | $72,277-53.5% | $101,248-66.8% | $79,858-57.9% |
| Participation rate | 29.6% | 68.5%-38.8pp | 75.8%-46.2pp | 69.6%-40.0pp |
| Annual return | 18.52% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $191 | $2,692-92.9% | $3,660-94.8% | $2,471-92.3% |
| Participant deferral / active EE | $1,918 | $3,282-41.6% | $4,370-56.1% | $3,740-48.7% |
| Admin fee / account holder | $2,705 | $4,400-38.5% | $5,945-54.5% | $5,306-49.0% |