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 | $40,700 | $78,422-48.1% | $95,952-57.6% | $79,858-49.0% |
| Participation rate | 42.3% | 73.5%-31.2pp | 77.1%-34.8pp | 69.6%-27.3pp |
| Annual return | 14.20% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $170 | $1,945-91.3% | $2,541-93.3% | $2,471-93.1% |
| Participant deferral / active EE | $1,994 | $3,440-42.0% | $4,167-52.2% | $3,740-46.7% |
| Admin fee / account holder | $5,634 | $5,622+0.2% | $6,795-17.1% | $5,306+6.2% |