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 | $45,825 | $106,515-57.0% | $96,683-52.6% | $139,434-67.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.97% | 38.43%-25.5pp | 35.69%-22.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $263 | $4,103-93.6% | $3,737-93.0% | $4,751-94.5% |
| Participant deferral / active EE | $2,000 | $5,454-63.3% | $4,878-59.0% | $6,710-70.2% |
| Admin fee / account holder | $615 | $7,877-92.2% | $6,730-90.9% | $11,403-94.6% |