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 | $34,756 | $76,367-54.5% | $93,606-62.9% | $72,985-52.4% |
| Participation rate | 52.0% | 71.7%-19.7pp | 75.8%-23.8pp | 69.5%-17.5pp |
| Annual return | 21.60% | 25.82%-4.2pp | 32.76%-11.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,681 | $3,538-24.2% | $4,069-34.1% | $3,607-25.7% |
| Admin fee / account holder | $1,828 | $6,838-73.3% | $7,888-76.8% | $5,124-64.3% |