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 | $56,594 | $65,395-13.5% | $182,532-69.0% | $72,985-22.5% |
| Participation rate | 39.0% | 65.4%-26.4pp | 78.0%-39.0pp | 69.5%-30.5pp |
| Annual return | 34.97% | 27.68%+7.3pp | 148.54%-113.6pp | 81.00%-46.0pp |
| Employer contribution / active EE | $277 | $1,911-85.5% | $4,076-93.2% | $2,440-88.7% |
| Participant deferral / active EE | $1,400 | $3,563-60.7% | $5,524-74.7% | $3,607-61.2% |
| Admin fee / account holder | $387 | $4,245-90.9% | $8,592-95.5% | $5,124-92.4% |