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 | $37,790 | $72,277-47.7% | $101,248-62.7% | $79,858-52.7% |
| Participation rate | 55.0% | 68.5%-13.5pp | 75.8%-20.8pp | 69.6%-14.6pp |
| Annual return | 13.60% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $286 | $2,692-89.4% | $3,660-92.2% | $2,471-88.4% |
| Participant deferral / active EE | $1,915 | $3,282-41.7% | $4,370-56.2% | $3,740-48.8% |
| Admin fee / account holder | $684 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |