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 | $45,825 | $99,985-54.2% | $146,665-68.8% | $85,850-46.6% |
| Participation rate | 43.8% | 73.1%-29.3pp | 80.1%-36.3pp | 69.3%-25.6pp |
| Annual return | 14.71% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $561 | $2,559-78.1% | $4,136-86.4% | $2,565-78.1% |
| Participant deferral / active EE | $3,725 | $4,006-7.0% | $5,506-32.3% | $3,952-5.7% |
| Admin fee / account holder | $4,799 | $7,702-37.7% | $10,280-53.3% | $6,260-23.3% |