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 | $30,444 | $80,717-62.3% | $154,803-80.3% | $84,808-64.1% |
| Participation rate | 47.8% | 66.8%-19.0pp | 78.1%-30.3pp | 68.3%-20.5pp |
| Annual return | 16.80% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $114 | $2,761-95.9% | $4,305-97.3% | $2,631-95.7% |
| Participant deferral / active EE | $1,490 | $3,303-54.9% | $5,540-73.1% | $4,212-64.6% |
| Admin fee / account holder | $747 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |