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 | $48,596 | $73,933-34.3% | $96,683-49.7% | $75,163-35.3% |
| Participation rate | 40.6% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.6pp |
| Annual return | 18.52% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $620 | $2,928-78.8% | $3,737-83.4% | $2,670-76.8% |
| Participant deferral / active EE | $3,167 | $3,659-13.4% | $4,878-35.1% | $4,125-23.2% |
| Admin fee / account holder | $4,063 | $5,216-22.1% | $6,730-39.6% | $5,651-28.1% |