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 | $42,897 | $56,053-23.5% | $75,972-43.5% | $80,856-46.9% |
| Participation rate | 30.8% | 62.0%-31.3pp | 69.1%-38.3pp | 67.6%-36.9pp |
| Annual return | 11.20% | 20.53%-9.3pp | 359.55%-348.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $249 | $1,874-86.7% | $2,685-90.7% | $2,755-91.0% |
| Participant deferral / active EE | $1,118 | $3,052-63.4% | $4,255-73.7% | $4,296-74.0% |
| Admin fee / account holder | $3,888 | $5,234-25.7% | $6,467-39.9% | $6,918-43.8% |