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 | $48,326 | $58,577-17.5% | $83,333-42.0% | $64,186-24.7% |
| Participation rate | 47.2% | 72.0%-24.8pp | 77.8%-30.6pp | 69.6%-22.4pp |
| Annual return | -5.78% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $143 | $2,098-93.2% | $3,379-95.8% | $2,381-94.0% |
| Participant deferral / active EE | $3,035 | $4,654-34.8% | $5,565-45.5% | $3,470-12.5% |
| Admin fee / account holder | $8,323 | $9,275-10.3% | $7,510+10.8% | $4,888+70.3% |