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 | $51,290 | $86,929-41.0% | $102,423-49.9% | $80,856-36.6% |
| Participation rate | 45.1% | 72.4%-27.3pp | 76.5%-31.4pp | 67.6%-22.6pp |
| Annual return | 22.89% | 18.88%+4.0pp | 29.32%-6.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $305 | $2,369-87.1% | $3,023-89.9% | $2,755-88.9% |
| Participant deferral / active EE | $2,250 | $4,118-45.4% | $5,053-55.5% | $4,296-47.6% |
| Admin fee / account holder | $5,395 | $8,049-33.0% | $9,451-42.9% | $6,918-22.0% |