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 | $26,158 | $98,240-73.4% | $82,313-68.2% | $147,584-82.3% |
| Participation rate | 61.9% | 79.7%-17.8pp | 76.9%-15.0pp | 82.8%-20.9pp |
| Annual return | 29.24% | 30.85%-1.6pp | 25.88%+3.4pp | 578.55%-549.3pp |
| Employer contribution / active EE | $204 | $3,192-93.6% | $2,428-91.6% | $4,876-95.8% |
| Participant deferral / active EE | $4,083 | $4,383-6.8% | $3,706+10.2% | $5,439-24.9% |
| Admin fee / account holder | $599 | $8,563-93.0% | $5,608-89.3% | $10,885-94.5% |