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 | $45,116 | $58,851-23.3% | $115,157-60.8% | $72,985-38.2% |
| Participation rate | 56.8% | 65.5%-8.7pp | 75.9%-19.1pp | 69.5%-12.7pp |
| Annual return | 21.01% | 23.16%-2.2pp | 35.60%-14.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $240 | $1,798-86.6% | $3,179-92.4% | $2,440-90.2% |
| Participant deferral / active EE | $1,043 | $2,643-60.5% | $4,168-75.0% | $3,607-71.1% |
| Admin fee / account holder | $3,009 | $6,370-52.8% | $7,088-57.5% | $5,124-41.3% |