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 | $47,205 | $73,787-36.0% | $98,716-52.2% | $82,448-42.7% |
| Participation rate | 32.9% | 61.4%-28.5pp | 69.3%-36.4pp | 68.1%-35.2pp |
| Annual return | 12.97% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $98 | $1,511-93.5% | $2,279-95.7% | $2,551-96.1% |
| Participant deferral / active EE | $2,090 | $3,081-32.2% | $4,048-48.4% | $4,139-49.5% |
| Admin fee / account holder | $871 | $6,500-86.6% | $8,703-90.0% | $7,234-88.0% |