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 | $142,818 | $88,707+61.0% | $74,183+92.5% | $273,961-47.9% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 9.05% | 11.94%-2.9pp | 17.74%-8.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $326 | $3,159-89.7% | $2,370-86.2% | $4,869-93.3% |
| Participant deferral / active EE | $2,131 | $4,212-49.4% | $3,550-40.0% | $5,287-59.7% |
| Admin fee / account holder | $792 | $8,717-90.9% | $5,586-85.8% | $10,132-92.2% |