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 | $43,416 | $80,717-46.2% | $154,803-72.0% | $84,808-48.8% |
| Participation rate | 47.6% | 66.8%-19.2pp | 78.1%-30.5pp | 68.3%-20.7pp |
| Annual return | 44.33% | 37.96%+6.4pp | 58.88%-14.6pp | 40.90%+3.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,511 | $3,303-24.0% | $5,540-54.7% | $4,212-40.4% |
| Admin fee / account holder | $798 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |