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 | $39,152 | $43,075-9.1% | $74,583-47.5% | $62,891-37.7% |
| Participation rate | 51.2% | 58.1%-6.9pp | 68.1%-17.0pp | 69.3%-18.1pp |
| Annual return | 6.68% | 17.50%-10.8pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $124 | $1,498-91.7% | $2,525-95.1% | $2,281-94.6% |
| Participant deferral / active EE | $1,366 | $2,389-42.8% | $3,458-60.5% | $3,203-57.4% |
| Admin fee / account holder | $537 | $2,840-81.1% | $4,138-87.0% | $4,296-87.5% |