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 | $48,315 | $57,281-15.7% | $86,612-44.2% | $75,163-35.7% |
| Participation rate | 62.8% | 63.2%-0.4pp | 71.7%-8.9pp | 67.2%-4.4pp |
| Annual return | 16.47% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $154 | $2,314-93.4% | $3,022-94.9% | $2,670-94.2% |
| Participant deferral / active EE | $1,639 | $3,318-50.6% | $4,438-63.1% | $4,125-60.3% |
| Admin fee / account holder | $2,665 | $4,112-35.2% | $5,614-52.5% | $5,651-52.8% |