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 | $36,827 | $52,580-30.0% | $71,671-48.6% | $70,131-47.5% |
| Participation rate | 39.5% | 60.9%-21.4pp | 68.7%-29.2pp | 69.5%-30.0pp |
| Annual return | 13.66% | 20.25%-6.6pp | 20.65%-7.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $135 | $1,616-91.7% | $2,460-94.5% | $2,342-94.2% |
| Participant deferral / active EE | $1,349 | $2,386-43.5% | $3,438-60.8% | $3,332-59.5% |
| Admin fee / account holder | $1,148 | $3,653-68.6% | $5,558-79.3% | $4,645-75.3% |