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 | $32,377 | $64,839-50.1% | $95,585-66.1% | $84,808-61.8% |
| Participation rate | 47.8% | 63.8%-16.0pp | 72.1%-24.2pp | 68.3%-20.5pp |
| Annual return | 17.31% | -670.96%+688.3pp | 38.56%-21.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $227 | $1,759-87.1% | $2,527-91.0% | $2,631-91.4% |
| Participant deferral / active EE | $1,878 | $2,965-36.7% | $4,023-53.3% | $4,212-55.4% |
| Admin fee / account holder | $2,152 | $5,964-63.9% | $6,127-64.9% | $7,344-70.7% |