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 | $48,206 | $54,762-12.0% | $90,281-46.6% | $72,985-34.0% |
| Participation rate | 25.8% | 65.1%-39.4pp | 73.3%-47.5pp | 69.5%-43.7pp |
| Annual return | 16.69% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $156 | $2,092-92.5% | $2,854-94.5% | $2,440-93.6% |
| Participant deferral / active EE | $830 | $2,887-71.3% | $3,885-78.6% | $3,607-77.0% |
| Admin fee / account holder | $5,588 | $3,972+40.7% | $5,351+4.4% | $5,124+9.1% |