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 | $29,626 | $58,264-49.2% | $86,612-65.8% | $71,457-58.5% |
| Participation rate | 36.4% | 65.0%-28.6pp | 71.7%-35.3pp | 67.9%-31.5pp |
| Annual return | 16.09% | 21.63%-5.5pp | 591.07%-575.0pp | 28.85%-12.8pp |
| Employer contribution / active EE | $347 | $2,574-86.5% | $3,022-88.5% | $2,588-86.6% |
| Participant deferral / active EE | $1,576 | $3,436-54.1% | $4,438-64.5% | $4,289-63.3% |
| Admin fee / account holder | $2,454 | $1,057+132.1% | $5,614-56.3% | $1,587+54.6% |