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 | $37,206 | $69,515-46.5% | $86,874-57.2% | $85,850-56.7% |
| Participation rate | 46.9% | 66.3%-19.4pp | 71.6%-24.7pp | 69.3%-22.4pp |
| Annual return | 14.81% | 20.12%-5.3pp | 63.52%-48.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $276 | $1,880-85.3% | $2,495-89.0% | $2,565-89.3% |
| Participant deferral / active EE | $1,410 | $2,919-51.7% | $3,699-61.9% | $3,952-64.3% |
| Admin fee / account holder | $1,010 | $5,972-83.1% | $5,828-82.7% | $6,260-83.9% |