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 | $38,412 | $65,395-41.3% | $182,532-79.0% | $72,985-47.4% |
| Participation rate | 42.4% | 65.4%-23.0pp | 78.0%-35.6pp | 69.5%-27.1pp |
| Annual return | 19.45% | 27.68%-8.2pp | 148.54%-129.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $257 | $1,911-86.6% | $4,076-93.7% | $2,440-89.5% |
| Participant deferral / active EE | $1,325 | $3,563-62.8% | $5,524-76.0% | $3,607-63.3% |
| Admin fee / account holder | $4,289 | $4,245+1.0% | $8,592-50.1% | $5,124-16.3% |