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 | $52,040 | $109,413-52.4% | $156,263-66.7% | $84,808-38.6% |
| Participation rate | 31.5% | 72.7%-41.2pp | 78.9%-47.4pp | 68.3%-36.8pp |
| Annual return | 13.53% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $262 | $2,907-91.0% | $4,333-94.0% | $2,631-90.0% |
| Participant deferral / active EE | $2,018 | $4,590-56.0% | $6,158-67.2% | $4,212-52.1% |
| Admin fee / account holder | $8,098 | $9,357-13.5% | $14,255-43.2% | $7,344+10.3% |