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 | $49,988 | $76,670-34.8% | $96,683-48.3% | $71,457-30.0% |
| Participation rate | 43.2% | 66.6%-23.3pp | 74.3%-31.1pp | 67.9%-24.7pp |
| Annual return | 14.66% | 48.29%-33.6pp | 35.69%-21.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $145 | $3,031-95.2% | $3,737-96.1% | $2,588-94.4% |
| Participant deferral / active EE | $1,695 | $3,771-55.1% | $4,878-65.3% | $4,289-60.5% |
| Admin fee / account holder | $4,137 | $2,028+104.0% | $6,730-38.5% | $1,587+160.7% |