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 | $57,320 | $76,670-25.2% | $96,683-40.7% | $71,457-19.8% |
| Participation rate | 23.2% | 66.6%-43.4pp | 74.3%-51.1pp | 67.9%-44.7pp |
| Annual return | 23.67% | 48.29%-24.6pp | 35.69%-12.0pp | 28.85%-5.2pp |
| Employer contribution / active EE | $378 | $3,031-87.5% | $3,737-89.9% | $2,588-85.4% |
| Participant deferral / active EE | $1,906 | $3,771-49.4% | $4,878-60.9% | $4,289-55.6% |
| Admin fee / account holder | $3,464 | $2,028+70.8% | $6,730-48.5% | $1,587+118.2% |