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 | $47,518 | $93,346-49.1% | $71,796-33.8% | $273,961-82.7% |
| Participation rate | 63.2% | 76.5%-13.4pp | 69.1%-6.0pp | 83.0%-19.9pp |
| Annual return | 6.31% | 130.39%-124.1pp | 78.04%-71.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $251 | $2,733-90.8% | $1,924-87.0% | $4,869-94.8% |
| Participant deferral / active EE | $2,173 | $3,475-37.5% | $2,794-22.2% | $5,287-58.9% |
| Admin fee / account holder | $18,541 | $6,571+182.2% | $4,815+285.1% | $10,132+83.0% |