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 | $48,878 | $78,705-37.9% | $117,854-58.5% | $70,131-30.3% |
| Participation rate | 65.1% | 73.2%-8.1pp | 79.7%-14.6pp | 69.5%-4.5pp |
| Annual return | 15.15% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $443 | $2,223-80.1% | $3,786-88.3% | $2,342-81.1% |
| Participant deferral / active EE | $1,563 | $3,297-52.6% | $4,482-65.1% | $3,332-53.1% |
| Admin fee / account holder | $357 | $5,065-92.9% | $8,020-95.5% | $4,645-92.3% |