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 | $36,443 | $81,248-55.1% | $155,509-76.6% | $80,856-54.9% |
| Participation rate | 36.9% | 66.2%-29.3pp | 78.2%-41.3pp | 67.6%-30.7pp |
| Annual return | 15.86% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,357 | $3,452-60.7% | $5,626-75.9% | $4,296-68.4% |
| Admin fee / account holder | $520 | $7,997-93.5% | $15,912-96.7% | $6,918-92.5% |