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 | $66,958 | $80,724-17.1% | $103,333-35.2% | $74,495-10.1% |
| Participation rate | 49.3% | 65.7%-16.4pp | 74.5%-25.2pp | 67.2%-17.9pp |
| Annual return | 14.20% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $469 | $3,157-85.1% | $3,868-87.9% | $2,623-82.1% |
| Participant deferral / active EE | $2,336 | $3,860-39.5% | $5,057-53.8% | $4,346-46.3% |
| Admin fee / account holder | $5,844 | $2,368+146.8% | $8,355-30.0% | $1,942+201.0% |