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 | $43,824 | $84,233-48.0% | $170,442-74.3% | $70,131-37.5% |
| Participation rate | 53.4% | 70.8%-17.4pp | 83.6%-30.1pp | 69.5%-16.1pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $373 | $3,387-89.0% | $5,433-93.1% | $2,342-84.1% |
| Participant deferral / active EE | $3,153 | $3,086+2.2% | $4,939-36.2% | $3,332-5.4% |
| Admin fee / account holder | $998 | $5,698-82.5% | $13,880-92.8% | $4,645-78.5% |