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 | $49,396 | $48,076+2.7% | $78,689-37.2% | $62,891-21.5% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 5.18% | 31.35%-26.2pp | 62.18%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $173 | $2,015-91.4% | $2,851-93.9% | $2,281-92.4% |
| Participant deferral / active EE | $2,517 | $2,588-2.8% | $3,517-28.4% | $3,203-21.4% |
| Admin fee / account holder | $712 | $3,207-77.8% | $4,510-84.2% | $4,296-83.4% |