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 | $45,218 | $49,025-7.8% | $87,507-48.3% | $62,891-28.1% |
| Participation rate | 58.1% | 64.9%-6.8pp | 73.8%-15.8pp | 69.3%-11.2pp |
| Annual return | 15.68% | 10.02%+5.7pp | 12.21%+3.5pp | 20.14%-4.5pp |
| Employer contribution / active EE | $215 | $1,372-84.3% | $2,550-91.6% | $2,281-90.6% |
| Participant deferral / active EE | $1,627 | $2,289-28.9% | $3,149-48.3% | $3,203-49.2% |
| Admin fee / account holder | $636 | $4,065-84.4% | $4,221-84.9% | $4,296-85.2% |