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 | $57,702 | $109,881-47.5% | $150,045-61.5% | $84,808-32.0% |
| Participation rate | 38.6% | 76.1%-37.4pp | 82.3%-43.7pp | 68.3%-29.7pp |
| Annual return | 18.49% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $324 | $3,561-90.9% | $4,693-93.1% | $2,631-87.7% |
| Participant deferral / active EE | $2,830 | $6,636-57.3% | $7,997-64.6% | $4,212-32.8% |
| Admin fee / account holder | $1,530 | $8,568-82.1% | $13,435-88.6% | $7,344-79.2% |