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 | $31,361 | $86,922-63.9% | $102,438-69.4% | $80,874-61.2% |
| Participation rate | 63.4% | 72.4%-9.0pp | 76.5%-13.1pp | 67.6%-4.2pp |
| Annual return | 23.03% | 18.90%+4.1pp | 29.37%-6.3pp | 35.62%-12.6pp |
| Employer contribution / active EE | $579 | $2,369-75.6% | $3,024-80.9% | $2,756-79.0% |
| Participant deferral / active EE | $3,500 | $4,119-15.0% | $5,054-30.7% | $4,297-18.6% |
| Admin fee / account holder | $9,657 | $8,050+20.0% | $9,448+2.2% | $6,935+39.2% |