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 | $42,072 | $80,968-48.0% | $96,544-56.4% | $75,163-44.0% |
| Participation rate | 51.3% | 71.8%-20.5pp | 76.0%-24.7pp | 67.2%-15.9pp |
| Annual return | 17.59% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $437 | $2,282-80.8% | $2,965-85.2% | $2,670-83.6% |
| Participant deferral / active EE | $2,303 | $3,928-41.4% | $4,851-52.5% | $4,125-44.2% |
| Admin fee / account holder | $1,864 | $6,724-72.3% | $8,252-77.4% | $5,651-67.0% |