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 | $32,096 | $60,349-46.8% | $74,183-56.7% | $62,891-49.0% |
| Participation rate | 62.2% | 72.7%-10.5pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | 7.11% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $138 | $1,680-91.8% | $2,370-94.2% | $2,281-94.0% |
| Participant deferral / active EE | $2,445 | $2,856-14.4% | $3,550-31.1% | $3,203-23.7% |
| Admin fee / account holder | $1,495 | $4,261-64.9% | $5,586-73.2% | $4,296-65.2% |