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 | $48,540 | $56,897-14.7% | $84,750-42.7% | $62,891-22.8% |
| Participation rate | 67.7% | 68.5%-0.8pp | 76.6%-8.8pp | 69.3%-1.6pp |
| Annual return | 5.22% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-14.9pp |
| Employer contribution / active EE | $276 | $2,400-88.5% | $3,574-92.3% | $2,281-87.9% |
| Participant deferral / active EE | $1,800 | $2,709-33.6% | $3,712-51.5% | $3,203-43.8% |
| Admin fee / account holder | $467 | $3,581-86.9% | $5,332-91.2% | $4,296-89.1% |