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 | $51,833 | $58,512-11.4% | $84,015-38.3% | $72,985-29.0% |
| Participation rate | 57.4% | 61.2%-3.8pp | 69.0%-11.6pp | 69.5%-12.1pp |
| Annual return | 24.76% | 28.93%-4.2pp | 71.31%-46.5pp | 81.00%-56.2pp |
| Employer contribution / active EE | $199 | $1,163-82.9% | $1,983-90.0% | $2,440-91.9% |
| Participant deferral / active EE | $3,459 | $2,394+44.5% | $3,239+6.8% | $3,607-4.1% |
| Admin fee / account holder | $20,026 | $4,569+338.3% | $6,101+228.3% | $5,124+290.8% |