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 | $52,471 | $89,753-41.5% | $107,525-51.2% | $84,808-38.1% |
| Participation rate | 47.2% | 68.1%-20.9pp | 75.1%-27.9pp | 68.3%-21.1pp |
| Annual return | 13.56% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $418 | $3,113-86.6% | $3,754-88.9% | $2,631-84.1% |
| Participant deferral / active EE | $2,258 | $4,056-44.3% | $5,116-55.9% | $4,212-46.4% |
| Admin fee / account holder | $3,537 | $7,222-51.0% | $8,919-60.3% | $7,344-51.8% |