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 | $51,592 | $98,982-47.9% | $162,163-68.2% | $65,185-20.9% |
| Participation rate | 44.1% | 85.8%-41.7pp | 87.6%-43.5pp | 70.2%-26.1pp |
| Annual return | 23.88% | 24.84%-1.0pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $509 | $3,467-85.3% | $5,614-90.9% | $2,177-76.6% |
| Participant deferral / active EE | $3,749 | $5,384-30.4% | $7,298-48.6% | $3,514+6.7% |
| Admin fee / account holder | $3,107 | $596+421.0% | $10,843-71.3% | $847+266.8% |