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 9-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 | $47,042 | $91,037-48.3% | $71,671-34.4% | $147,584-68.1% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 15.57% | 20.48%-4.9pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $132 | $3,327-96.0% | $2,460-94.6% | $4,876-97.3% |
| Participant deferral / active EE | $1,701 | $4,498-62.2% | $3,438-50.5% | $5,439-68.7% |
| Admin fee / account holder | $605 | $8,613-93.0% | $5,558-89.1% | $10,885-94.4% |