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 | $55,306 | $88,707-37.7% | $74,183-25.4% | $273,961-79.8% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 21.00% | 11.94%+9.1pp | 17.74%+3.3pp | 41.45%-20.5pp |
| Employer contribution / active EE | $82 | $3,159-97.4% | $2,370-96.6% | $4,869-98.3% |
| Participant deferral / active EE | $1,461 | $4,212-65.3% | $3,550-58.8% | $5,287-72.4% |
| Admin fee / account holder | $485 | $8,717-94.4% | $5,586-91.3% | $10,132-95.2% |