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 | $34,421 | $64,348-46.5% | $90,160-61.8% | $70,131-50.9% |
| Participation rate | 43.8% | 70.4%-26.7pp | 76.9%-33.1pp | 69.5%-25.8pp |
| Annual return | 59.86% | 28.13%+31.7pp | 34.88%+25.0pp | 73.14%-13.3pp |
| Employer contribution / active EE | $190 | $2,046-90.7% | $3,318-94.3% | $2,342-91.9% |
| Participant deferral / active EE | $4,518 | $4,389+2.9% | $5,288-14.6% | $3,332+35.6% |
| Admin fee / account holder | $5,162 | $3,944+30.9% | $5,943-13.1% | $4,645+11.1% |