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 | $22,213 | $81,248-72.7% | $155,509-85.7% | $80,856-72.5% |
| Participation rate | 27.8% | 66.2%-38.5pp | 78.2%-50.4pp | 67.6%-39.9pp |
| Annual return | 15.99% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $222 | $3,100-92.8% | $4,672-95.2% | $2,755-91.9% |
| Participant deferral / active EE | $931 | $3,452-73.0% | $5,626-83.5% | $4,296-78.3% |
| Admin fee / account holder | $575 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |