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 | $40,691 | $83,477-51.3% | $125,175-67.5% | $72,985-44.2% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 20.88% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $494 | $2,345-78.9% | $3,865-87.2% | $2,440-79.7% |
| Participant deferral / active EE | $2,513 | $3,585-29.9% | $4,937-49.1% | $3,607-30.3% |
| Admin fee / account holder | $1,033 | $5,517-81.3% | $9,702-89.4% | $5,124-79.8% |