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 | $51,128 | $67,411-24.2% | $91,001-43.8% | $70,131-27.1% |
| Participation rate | 52.2% | 71.4%-19.2pp | 75.6%-23.4pp | 69.5%-17.4pp |
| Annual return | 13.89% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $256 | $1,786-85.7% | $2,456-89.6% | $2,342-89.1% |
| Participant deferral / active EE | $1,313 | $2,823-53.5% | $3,547-63.0% | $3,332-60.6% |
| Admin fee / account holder | $2,182 | $4,236-48.5% | $5,417-59.7% | $4,645-53.0% |