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 | $43,344 | $72,177-39.9% | $115,037-62.3% | $59,632-27.3% |
| Participation rate | 58.3% | 72.6%-14.2pp | 81.4%-23.0pp | 68.7%-10.3pp |
| Annual return | 0.43% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $132 | $2,841-95.4% | $4,608-97.1% | $2,203-94.0% |
| Participant deferral / active EE | $3,150 | $4,783-34.1% | $6,026-47.7% | $3,192-1.3% |
| Admin fee / account holder | $3,862 | $4,927-21.6% | $8,175-52.8% | $4,297-10.1% |