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 | $28,819 | $77,634-62.9% | $156,549-81.6% | $62,891-54.2% |
| Participation rate | 67.6% | 71.2%-3.6pp | 84.0%-16.4pp | 69.3%-1.7pp |
| Annual return | 6.34% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $285 | $3,444-91.7% | $5,501-94.8% | $2,281-87.5% |
| Participant deferral / active EE | $1,822 | $3,045-40.2% | $4,871-62.6% | $3,203-43.1% |
| Admin fee / account holder | $692 | $5,561-87.6% | $13,027-94.7% | $4,296-83.9% |