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 | $42,193 | $86,929-51.5% | $102,423-58.8% | $80,856-47.8% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.1pp |
| Annual return | 12.01% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $611 | $2,369-74.2% | $3,023-79.8% | $2,755-77.8% |
| Participant deferral / active EE | $2,647 | $4,118-35.7% | $5,053-47.6% | $4,296-38.4% |
| Admin fee / account holder | $2,077 | $8,049-74.2% | $9,451-78.0% | $6,918-70.0% |