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 | $35,367 | $85,202-58.5% | $172,739-79.5% | $72,985-51.5% |
| Participation rate | 25.0% | 70.1%-45.1pp | 82.6%-57.6pp | 69.5%-44.5pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $216 | $3,324-93.5% | $5,143-95.8% | $2,440-91.1% |
| Participant deferral / active EE | $1,429 | $3,260-56.2% | $5,198-72.5% | $3,607-60.4% |
| Admin fee / account holder | $1,047 | $5,884-82.2% | $13,954-92.5% | $5,124-79.6% |