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 | $31,895 | $48,046-33.6% | $84,611-62.3% | $72,985-56.3% |
| Participation rate | 51.2% | 57.6%-6.4pp | 68.2%-17.0pp | 69.5%-18.3pp |
| Annual return | 18.00% | 37.38%-19.4pp | 258.74%-240.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $217 | $1,602-86.4% | $2,652-91.8% | $2,440-91.1% |
| Participant deferral / active EE | $1,371 | $2,680-48.9% | $3,899-64.8% | $3,607-62.0% |
| Admin fee / account holder | $864 | $3,395-74.6% | $4,912-82.4% | $5,124-83.1% |