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 | $30,088 | $79,944-62.4% | $98,439-69.4% | $75,163-60.0% |
| Participation rate | 67.3% | 70.4%-3.0pp | 75.2%-7.8pp | 67.2%+0.2pp |
| Annual return | 14.65% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-146.0pp |
| Employer contribution / active EE | $316 | $2,264-86.0% | $3,048-89.6% | $2,670-88.2% |
| Participant deferral / active EE | $2,108 | $3,752-43.8% | $4,738-55.5% | $4,125-48.9% |
| Admin fee / account holder | $405 | $6,840-94.1% | $8,948-95.5% | $5,651-92.8% |