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 | $45,038 | $77,314-41.7% | $177,989-74.7% | $80,856-44.3% |
| Participation rate | 50.7% | 65.7%-15.0pp | 77.1%-26.4pp | 67.6%-16.9pp |
| Annual return | 12.33% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $440 | $2,292-80.8% | $3,949-88.9% | $2,755-84.0% |
| Participant deferral / active EE | $3,040 | $4,411-31.1% | $6,276-51.6% | $4,296-29.2% |
| Admin fee / account holder | $15,235 | $7,191+111.9% | $10,363+47.0% | $6,918+120.2% |