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 | $40,370 | $91,407-55.8% | $135,903-70.3% | $71,457-43.5% |
| Participation rate | 19.2% | 75.7%-56.4pp | 81.9%-62.7pp | 67.9%-48.7pp |
| Annual return | 24.06% | 29.90%-5.8pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $5 | $3,703-99.9% | $4,856-99.9% | $2,588-99.8% |
| Participant deferral / active EE | $4,069 | $7,092-42.6% | $7,758-47.5% | $4,289-5.1% |
| Admin fee / account holder | $1,906 | $1,266+50.6% | $10,762-82.3% | $1,587+20.1% |