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 | $37,021 | $67,606-45.2% | $82,313-55.0% | $70,131-47.2% |
| Participation rate | 46.8% | 72.8%-25.9pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 31.76% | 21.57%+10.2pp | 25.88%+5.9pp | 73.14%-41.4pp |
| Employer contribution / active EE | $279 | $1,755-84.1% | $2,428-88.5% | $2,342-88.1% |
| Participant deferral / active EE | $1,686 | $2,987-43.5% | $3,706-54.5% | $3,332-49.4% |
| Admin fee / account holder | $13,553 | $4,512+200.4% | $5,608+141.7% | $4,645+191.7% |