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 | $27,352 | $72,492-62.3% | $87,100-68.6% | $72,985-62.5% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 21.85% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $147 | $1,894-92.2% | $2,521-94.2% | $2,440-94.0% |
| Participant deferral / active EE | $1,897 | $3,270-42.0% | $4,049-53.1% | $3,607-47.4% |
| Admin fee / account holder | $964 | $5,055-80.9% | $7,497-87.1% | $5,124-81.2% |