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 | $23,511 | $117,983-80.1% | $101,794-76.9% | $142,382-83.5% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 14.87% | 36.92%-22.0pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $203 | $2,773-92.7% | $2,289-91.1% | $4,299-95.3% |
| Participant deferral / active EE | $1,382 | $4,714-70.7% | $4,084-66.2% | $6,507-78.8% |
| Admin fee / account holder | $400 | $10,433-96.2% | $8,777-95.4% | $12,624-96.8% |