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 | $28,654 | $46,553-38.4% | $64,056-55.3% | $75,163-61.9% |
| Participation rate | 36.2% | 65.9%-29.7pp | 72.3%-36.1pp | 67.2%-31.0pp |
| Annual return | 22.05% | 26.03%-4.0pp | 33.69%-11.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $240 | $1,974-87.8% | $2,747-91.2% | $2,670-91.0% |
| Participant deferral / active EE | $961 | $2,837-66.1% | $3,880-75.2% | $4,125-76.7% |
| Admin fee / account holder | $3,090 | $2,952+4.7% | $3,068+0.7% | $5,651-45.3% |