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 | $31,005 | $85,202-63.6% | $172,739-82.1% | $72,985-57.5% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 17.19% | 27.32%-10.1pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $364 | $3,324-89.1% | $5,143-92.9% | $2,440-85.1% |
| Participant deferral / active EE | $1,874 | $3,260-42.5% | $5,198-63.9% | $3,607-48.0% |
| Admin fee / account holder | $2,841 | $5,884-51.7% | $13,954-79.6% | $5,124-44.6% |