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 | $49,541 | $76,367-35.1% | $93,606-47.1% | $72,985-32.1% |
| Participation rate | 39.1% | 71.7%-32.6pp | 75.8%-36.7pp | 69.5%-30.4pp |
| Annual return | 17.98% | 25.82%-7.8pp | 32.76%-14.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,918 | $3,538-45.8% | $4,069-52.9% | $3,607-46.8% |
| Admin fee / account holder | $4,583 | $6,838-33.0% | $7,888-41.9% | $5,124-10.6% |