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 | $36,698 | $76,407-52.0% | $150,298-75.6% | $82,448-55.5% |
| Participation rate | 42.6% | 66.4%-23.8pp | 77.8%-35.1pp | 68.1%-25.4pp |
| Annual return | 17.86% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $292 | $2,614-88.8% | $4,154-93.0% | $2,551-88.6% |
| Participant deferral / active EE | $1,167 | $3,214-63.7% | $5,453-78.6% | $4,139-71.8% |
| Admin fee / account holder | $1,217 | $6,352-80.8% | $14,116-91.4% | $7,234-83.2% |