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 | $31,278 | $95,561-67.3% | $77,163-59.5% | $139,434-77.6% |
| Participation rate | 55.0% | 73.9%-18.9pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 16.49% | 54.92%-38.4pp | 37.87%-21.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $79 | $3,147-97.5% | $2,535-96.9% | $4,751-98.3% |
| Participant deferral / active EE | $1,572 | $4,624-66.0% | $3,833-59.0% | $6,710-76.6% |
| Admin fee / account holder | $6,583 | $8,295-20.6% | $5,472+20.3% | $11,403-42.3% |