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 | $60,073 | $70,250-14.5% | $386,318-84.4% | $116,875-48.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 67.7%-17.7pp | 74.5%-24.5pp |
| Annual return | 20.54% | 17.57%+3.0pp | -2.64%+23.2pp | 16.29%+4.2pp |
| Employer contribution / active EE | $247 | $2,512-90.2% | $4,025-93.9% | $3,288-92.5% |
| Participant deferral / active EE | $1,546 | $3,180-51.4% | $3,524-56.1% | $3,885-60.2% |
| Admin fee / account holder | $3,111 | $7,267-57.2% | $16,179-80.8% | $12,263-74.6% |