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 | $43,549 | $52,279-16.7% | $89,391-51.3% | $79,858-45.5% |
| Participation rate | 21.9% | 57.5%-35.7pp | 68.0%-46.1pp | 69.6%-47.8pp |
| Annual return | 16.15% | 22.16%-6.0pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $156 | $1,572-90.1% | $2,586-94.0% | $2,471-93.7% |
| Participant deferral / active EE | $891 | $2,740-67.5% | $3,890-77.1% | $3,740-76.2% |
| Admin fee / account holder | $2,677 | $3,356-20.2% | $4,881-45.2% | $5,306-49.5% |