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 | $43,213 | $79,944-45.9% | $98,439-56.1% | $75,163-42.5% |
| Participation rate | 56.4% | 70.4%-14.0pp | 75.2%-18.7pp | 67.2%-10.8pp |
| Annual return | 15.57% | 19.75%-4.2pp | 21.16%-5.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $240 | $2,264-89.4% | $3,048-92.1% | $2,670-91.0% |
| Participant deferral / active EE | $2,320 | $3,752-38.2% | $4,738-51.0% | $4,125-43.8% |
| Admin fee / account holder | $3,936 | $6,840-42.5% | $8,948-56.0% | $5,651-30.3% |