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 | $29,971 | $65,365-54.1% | $92,893-67.7% | $72,985-58.9% |
| Participation rate | 41.7% | 68.3%-26.6pp | 76.0%-34.3pp | 69.5%-27.8pp |
| Annual return | 16.81% | 42.10%-25.3pp | 109.41%-92.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $323 | $2,594-87.5% | $3,653-91.1% | $2,440-86.7% |
| Participant deferral / active EE | $1,824 | $3,128-41.7% | $4,236-56.9% | $3,607-49.4% |
| Admin fee / account holder | $5,378 | $4,251+26.5% | $5,794-7.2% | $5,124+4.9% |