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 | $26,783 | $76,000-64.8% | $154,107-82.6% | $64,186-58.3% |
| Participation rate | 54.5% | 70.4%-15.9pp | 83.0%-28.5pp | 69.6%-15.0pp |
| Annual return | 11.12% | 30.32%-19.2pp | 735.12%-724.0pp | 7.63%+3.5pp |
| Employer contribution / active EE | $259 | $3,351-92.3% | $5,298-95.1% | $2,381-89.1% |
| Participant deferral / active EE | $930 | $3,175-70.7% | $5,081-81.7% | $3,470-73.2% |
| Admin fee / account holder | $929 | $5,596-83.4% | $13,411-93.1% | $4,888-81.0% |