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 | $56,386 | $43,723+29.0% | $121,196-53.5% | $64,186-12.2% |
| Participation rate | 13.2% | 58.3%-45.2pp | 71.7%-58.6pp | 69.6%-56.4pp |
| Annual return | 13.61% | 68.91%-55.3pp | 16.93%-3.3pp | 7.63%+6.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $999 | $2,280-56.2% | $3,344-70.1% | $3,470-71.2% |
| Admin fee / account holder | $24,827 | $3,501+609.1% | $5,019+394.6% | $4,888+407.9% |