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 | $55,789 | $117,841-52.7% | $102,423-45.5% | $145,922-61.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 10.20% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $786 | $3,615-78.3% | $3,023-74.0% | $4,660-83.1% |
| Participant deferral / active EE | $1,913 | $5,731-66.6% | $5,053-62.1% | $6,688-71.4% |
| Admin fee / account holder | $20,042 | $13,326+50.4% | $9,451+112.1% | $13,397+49.6% |