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 | $41,103 | $79,944-48.6% | $98,439-58.2% | $75,163-45.3% |
| Participation rate | 44.7% | 70.4%-25.7pp | 75.2%-30.5pp | 67.2%-22.5pp |
| Annual return | 12.89% | 19.75%-6.9pp | 21.16%-8.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $193 | $2,264-91.5% | $3,048-93.7% | $2,670-92.8% |
| Participant deferral / active EE | $2,148 | $3,752-42.7% | $4,738-54.7% | $4,125-47.9% |
| Admin fee / account holder | $1,944 | $6,840-71.6% | $8,948-78.3% | $5,651-65.6% |