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 | $48,626 | $58,828-17.3% | $77,999-37.7% | $62,891-22.7% |
| Participation rate | 51.7% | 71.1%-19.4pp | 75.5%-23.9pp | 69.3%-17.6pp |
| Annual return | 7.67% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $173 | $1,672-89.6% | $2,470-93.0% | $2,281-92.4% |
| Participant deferral / active EE | $1,741 | $2,686-35.2% | $3,497-50.2% | $3,203-45.6% |
| Admin fee / account holder | $2,485 | $4,393-43.4% | $5,480-54.7% | $4,296-42.2% |