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 | $64,478 | $78,422-17.8% | $95,952-32.8% | $79,858-19.3% |
| Participation rate | 41.5% | 73.5%-31.9pp | 77.1%-35.5pp | 69.6%-28.1pp |
| Annual return | 13.94% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $297 | $1,945-84.7% | $2,541-88.3% | $2,471-88.0% |
| Participant deferral / active EE | $1,809 | $3,440-47.4% | $4,167-56.6% | $3,740-51.6% |
| Admin fee / account holder | $942 | $5,622-83.2% | $6,795-86.1% | $5,306-82.2% |