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 | $38,703 | $65,365-40.8% | $92,893-58.3% | $72,985-47.0% |
| Participation rate | 43.1% | 68.3%-25.2pp | 76.0%-32.9pp | 69.5%-26.4pp |
| Annual return | 17.63% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $173 | $2,594-93.3% | $3,653-95.3% | $2,440-92.9% |
| Participant deferral / active EE | $1,808 | $3,128-42.2% | $4,236-57.3% | $3,607-49.9% |
| Admin fee / account holder | $517 | $4,251-87.8% | $5,794-91.1% | $5,124-89.9% |