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 | $47,940 | $58,512-18.1% | $84,015-42.9% | $72,985-34.3% |
| Participation rate | 44.3% | 61.2%-16.9pp | 69.0%-24.7pp | 69.5%-25.2pp |
| Annual return | 24.89% | 28.93%-4.0pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $122 | $1,163-89.5% | $1,983-93.8% | $2,440-95.0% |
| Participant deferral / active EE | $1,832 | $2,394-23.5% | $3,239-43.4% | $3,607-49.2% |
| Admin fee / account holder | $1,395 | $4,569-69.5% | $6,101-77.1% | $5,124-72.8% |