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 | $37,749 | $77,896-51.5% | $134,172-71.9% | $82,448-54.2% |
| Participation rate | 46.4% | 62.8%-16.4pp | 72.5%-26.0pp | 68.1%-21.6pp |
| Annual return | 12.87% | 18.21%-5.3pp | 25.30%-12.4pp | 41.64%-28.8pp |
| Employer contribution / active EE | $451 | $2,159-79.1% | $3,420-86.8% | $2,551-82.3% |
| Participant deferral / active EE | $1,133 | $3,162-64.2% | $4,690-75.9% | $4,139-72.6% |
| Admin fee / account holder | $11,933 | $6,336+88.3% | $12,016-0.7% | $7,234+64.9% |