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 | $23,773 | $102,616-76.8% | $81,983-71.0% | $158,922-85.0% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 11.80% | 61.04%-49.2pp | 41.31%-29.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $417 | $3,240-87.1% | $2,498-83.3% | $4,761-91.3% |
| Participant deferral / active EE | $1,322 | $4,648-71.5% | $3,722-64.5% | $5,982-77.9% |
| Admin fee / account holder | $9,166 | $8,235+11.3% | $5,664+61.8% | $11,246-18.5% |