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 | $80,875 | $56,897+42.1% | $84,750-4.6% | $62,891+28.6% |
| Participation rate | 36.4% | 68.5%-32.2pp | 76.6%-40.2pp | 69.3%-32.9pp |
| Annual return | 9.07% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $368 | $2,400-84.7% | $3,574-89.7% | $2,281-83.9% |
| Participant deferral / active EE | $2,275 | $2,709-16.0% | $3,712-38.7% | $3,203-29.0% |
| Admin fee / account holder | $767 | $3,581-78.6% | $5,332-85.6% | $4,296-82.1% |