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 | $28,096 | $81,248-65.4% | $155,509-81.9% | $80,856-65.3% |
| Participation rate | 30.5% | 66.2%-35.7pp | 78.2%-47.7pp | 67.6%-37.2pp |
| Annual return | 16.79% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $222 | $3,100-92.8% | $4,672-95.3% | $2,755-91.9% |
| Participant deferral / active EE | $1,032 | $3,452-70.1% | $5,626-81.7% | $4,296-76.0% |
| Admin fee / account holder | $1,455 | $7,997-81.8% | $15,912-90.9% | $6,918-79.0% |