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 | $29,126 | $53,053-45.1% | $126,539-77.0% | $74,304-60.8% |
| Participation rate | 34.8% | 48.0%-13.2pp | 69.8%-35.0pp | 60.3%-25.5pp |
| Annual return | 14.01% | 29.46%-15.4pp | 425.95%-411.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $64 | $1,168-94.5% | $3,674-98.2% | $2,241-97.1% |
| Participant deferral / active EE | $1,186 | $2,303-48.5% | $4,083-71.0% | $3,767-68.5% |
| Admin fee / account holder | $9,330 | $3,698+152.3% | $6,065+53.8% | $2,969+214.3% |