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 | $28,449 | $67,606-57.9% | $82,313-65.4% | $70,131-59.4% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.9%-24.3pp | 69.5%-16.9pp |
| Annual return | 16.57% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $13 | $1,755-99.3% | $2,428-99.5% | $2,342-99.5% |
| Participant deferral / active EE | $2,144 | $2,987-28.2% | $3,706-42.1% | $3,332-35.6% |
| Admin fee / account holder | $1,266 | $4,512-71.9% | $5,608-77.4% | $4,645-72.7% |