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 | $46,705 | $97,044-51.9% | $83,333-44.0% | $135,375-65.5% |
| Participation rate | 55.6% | 80.4%-24.9pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | 10.92% | 12.31%-1.4pp | 10.63%+0.3pp | 519.73%-508.8pp |
| Employer contribution / active EE | $175 | $4,143-95.8% | $3,379-94.8% | $4,779-96.3% |
| Participant deferral / active EE | $2,508 | $5,964-58.0% | $5,565-54.9% | $5,609-55.3% |
| Admin fee / account holder | $450 | $8,380-94.6% | $7,510-94.0% | $10,827-95.8% |