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 | $33,285 | $77,899-57.3% | $149,673-77.8% | $75,163-55.7% |
| Participation rate | 35.6% | 65.6%-29.9pp | 78.8%-43.1pp | 67.2%-31.6pp |
| Annual return | 19.37% | 31.72%-12.4pp | 134.42%-115.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $146 | $3,137-95.3% | $4,818-97.0% | $2,670-94.5% |
| Participant deferral / active EE | $1,208 | $3,411-64.6% | $5,680-78.7% | $4,125-70.7% |
| Admin fee / account holder | $2,518 | $5,956-57.7% | $13,210-80.9% | $5,651-55.4% |