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 | $28,620 | $54,762-47.7% | $90,281-68.3% | $72,985-60.8% |
| Participation rate | 47.2% | 65.1%-17.9pp | 73.3%-26.0pp | 69.5%-22.3pp |
| Annual return | 17.65% | 30.63%-13.0pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $111 | $2,092-94.7% | $2,854-96.1% | $2,440-95.4% |
| Participant deferral / active EE | $1,829 | $2,887-36.7% | $3,885-52.9% | $3,607-49.3% |
| Admin fee / account holder | $10,719 | $3,972+169.9% | $5,351+100.3% | $5,124+109.2% |