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 | $43,136 | $56,897-24.2% | $84,750-49.1% | $62,891-31.4% |
| Participation rate | 39.3% | 68.5%-29.3pp | 76.6%-37.3pp | 69.3%-30.0pp |
| Annual return | 6.59% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $189 | $2,400-92.1% | $3,574-94.7% | $2,281-91.7% |
| Participant deferral / active EE | $1,814 | $2,709-33.0% | $3,712-51.1% | $3,203-43.4% |
| Admin fee / account holder | $7,656 | $3,581+113.8% | $5,332+43.6% | $4,296+78.2% |