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 | $42,481 | $81,248-47.7% | $155,509-72.7% | $80,856-47.5% |
| Participation rate | 55.1% | 66.2%-11.2pp | 78.2%-23.1pp | 67.6%-12.6pp |
| Annual return | 13.88% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,490 | $3,452+30.1% | $5,626-20.2% | $4,296+4.5% |
| Admin fee / account holder | $3,395 | $7,997-57.5% | $15,912-78.7% | $6,918-50.9% |