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 | $43,844 | $76,552-42.7% | $123,892-64.6% | $62,891-30.3% |
| Participation rate | 51.4% | 73.0%-21.6pp | 81.4%-30.1pp | 69.3%-18.0pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $8 | $2,883-99.7% | $4,617-99.8% | $2,281-99.7% |
| Participant deferral / active EE | $4,696 | $4,840-3.0% | $5,984-21.5% | $3,203+46.6% |
| Admin fee / account holder | $3,144 | $4,826-34.9% | $8,357-62.4% | $4,296-26.8% |