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 | $35,888 | $91,190-60.6% | $178,490-79.9% | $79,858-55.1% |
| Participation rate | 60.6% | 69.2%-8.6pp | 81.9%-21.4pp | 69.6%-9.1pp |
| Annual return | 11.93% | 24.19%-12.3pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $298 | $3,256-90.8% | $5,011-94.1% | $2,471-87.9% |
| Participant deferral / active EE | $2,185 | $3,236-32.5% | $5,202-58.0% | $3,740-41.6% |
| Admin fee / account holder | $3,007 | $6,751-55.5% | $13,984-78.5% | $5,306-43.3% |