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 | $36,043 | $65,365-44.9% | $92,893-61.2% | $72,985-50.6% |
| Participation rate | 51.8% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.7pp |
| Annual return | 16.87% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $253 | $2,594-90.3% | $3,653-93.1% | $2,440-89.6% |
| Participant deferral / active EE | $1,359 | $3,128-56.6% | $4,236-67.9% | $3,607-62.3% |
| Admin fee / account holder | $3,116 | $4,251-26.7% | $5,794-46.2% | $5,124-39.2% |