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 | $17,881 | $85,022-79.0% | $70,515-74.6% | $139,434-87.2% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 13.14% | 30.38%-17.2pp | 32.77%-19.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $260 | $3,909-93.4% | $2,973-91.3% | $4,751-94.5% |
| Participant deferral / active EE | $1,740 | $5,890-70.5% | $4,567-61.9% | $6,710-74.1% |
| Admin fee / account holder | $1,504 | $8,906-83.1% | $6,412-76.5% | $11,403-86.8% |