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 | $29,517 | $85,202-65.4% | $172,739-82.9% | $72,985-59.6% |
| Participation rate | 62.7% | 70.1%-7.3pp | 82.6%-19.9pp | 69.5%-6.7pp |
| Annual return | 17.69% | 27.32%-9.6pp | 802.84%-785.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $154 | $3,324-95.4% | $5,143-97.0% | $2,440-93.7% |
| Participant deferral / active EE | $2,105 | $3,260-35.4% | $5,198-59.5% | $3,607-41.7% |
| Admin fee / account holder | $4,708 | $5,884-20.0% | $13,954-66.3% | $5,124-8.1% |