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 | $47,701 | $76,670-37.8% | $96,683-50.7% | $71,457-33.2% |
| Participation rate | 51.5% | 66.6%-15.1pp | 74.3%-22.9pp | 67.9%-16.4pp |
| Annual return | 15.74% | 48.29%-32.6pp | 35.69%-20.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $638 | $3,031-79.0% | $3,737-82.9% | $2,588-75.4% |
| Participant deferral / active EE | $2,429 | $3,771-35.6% | $4,878-50.2% | $4,289-43.4% |
| Admin fee / account holder | $2,999 | $2,028+47.8% | $6,730-55.4% | $1,587+88.9% |