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 | $79,500 | $111,754-28.9% | $103,333-23.1% | $145,922-45.5% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 22.83% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $29 | $4,212-99.3% | $3,868-99.2% | $4,660-99.4% |
| Participant deferral / active EE | $2,870 | $5,619-48.9% | $5,057-43.2% | $6,688-57.1% |
| Admin fee / account holder | $697 | $9,750-92.9% | $8,355-91.7% | $13,397-94.8% |