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 | $52,966 | $86,929-39.1% | $102,423-48.3% | $80,856-34.5% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.1pp |
| Annual return | 14.35% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $596 | $2,369-74.9% | $3,023-80.3% | $2,755-78.4% |
| Participant deferral / active EE | $1,940 | $4,118-52.9% | $5,053-61.6% | $4,296-54.8% |
| Admin fee / account holder | $1,518 | $8,049-81.1% | $9,451-83.9% | $6,918-78.1% |