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 | $35,814 | $73,933-51.6% | $96,683-63.0% | $75,163-52.4% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 19.03% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $337 | $2,928-88.5% | $3,737-91.0% | $2,670-87.4% |
| Participant deferral / active EE | $3,368 | $3,659-7.9% | $4,878-31.0% | $4,125-18.3% |
| Admin fee / account holder | $3,131 | $5,216-40.0% | $6,730-53.5% | $5,651-44.6% |