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 | $28,521 | $65,365-56.4% | $92,893-69.3% | $72,985-60.9% |
| Participation rate | 34.6% | 68.3%-33.7pp | 76.0%-41.4pp | 69.5%-34.9pp |
| Annual return | 19.94% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $355 | $2,594-86.3% | $3,653-90.3% | $2,440-85.4% |
| Participant deferral / active EE | $1,421 | $3,128-54.6% | $4,236-66.5% | $3,607-60.6% |
| Admin fee / account holder | $8,183 | $4,251+92.5% | $5,794+41.2% | $5,124+59.7% |