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 | $26,905 | $163,101-83.5% | $136,749-80.3% | $142,382-81.1% |
| Participation rate | 21.4% | 78.2%-56.8pp | 72.1%-50.7pp | 80.1%-58.7pp |
| Annual return | 10.22% | 27.54%-17.3pp | 24.33%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $659 | $4,117-84.0% | $3,400-80.6% | $4,299-84.7% |
| Participant deferral / active EE | $1,451 | $5,585-74.0% | $4,692-69.1% | $6,507-77.7% |
| Admin fee / account holder | $22,878 | $14,318+59.8% | $11,386+100.9% | $12,624+81.2% |