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 | $32,307 | $49,025-34.1% | $87,507-63.1% | $62,891-48.6% |
| Participation rate | 48.7% | 64.9%-16.2pp | 73.8%-25.1pp | 69.3%-20.6pp |
| Annual return | 4.55% | 10.02%-5.5pp | 12.21%-7.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $21 | $1,372-98.4% | $2,550-99.2% | $2,281-99.1% |
| Participant deferral / active EE | $1,790 | $2,289-21.8% | $3,149-43.1% | $3,203-44.1% |
| Admin fee / account holder | $9,859 | $4,065+142.5% | $4,221+133.6% | $4,296+129.5% |