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 | $35,442 | $89,753-60.5% | $107,525-67.0% | $84,808-58.2% |
| Participation rate | 35.6% | 68.1%-32.5pp | 75.1%-39.5pp | 68.3%-32.7pp |
| Annual return | 15.18% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $248 | $3,113-92.0% | $3,754-93.4% | $2,631-90.6% |
| Participant deferral / active EE | $1,821 | $4,056-55.1% | $5,116-64.4% | $4,212-56.8% |
| Admin fee / account holder | $2,385 | $7,222-67.0% | $8,919-73.3% | $7,344-67.5% |