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 | $43,175 | $80,724-46.5% | $103,333-58.2% | $74,495-42.0% |
| Participation rate | 42.3% | 65.7%-23.3pp | 74.5%-32.2pp | 67.2%-24.9pp |
| Annual return | 13.97% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $702 | $3,157-77.8% | $3,868-81.8% | $2,623-73.2% |
| Participant deferral / active EE | $1,983 | $3,860-48.6% | $5,057-60.8% | $4,346-54.4% |
| Admin fee / account holder | $2,831 | $2,368+19.6% | $8,355-66.1% | $1,942+45.8% |