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 3-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 | $49,953 | $138,347-63.9% | $184,203-72.9% | $80,856-38.2% |
| Participation rate | 22.2% | 83.9%-61.6pp | 86.8%-64.6pp | 67.6%-45.4pp |
| Annual return | 16.27% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $344 | $4,850-92.9% | $6,427-94.6% | $2,755-87.5% |
| Participant deferral / active EE | $4,549 | $7,071-35.7% | $9,131-50.2% | $4,296+5.9% |
| Admin fee / account holder | $331 | $10,483-96.8% | $13,901-97.6% | $6,918-95.2% |