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 | $34,011 | $87,013-60.9% | $106,213-68.0% | $80,856-57.9% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.6%+1.6pp |
| Annual return | 12.51% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $304 | $2,395-87.3% | $3,171-90.4% | $2,755-89.0% |
| Participant deferral / active EE | $2,029 | $3,986-49.1% | $5,016-59.6% | $4,296-52.8% |
| Admin fee / account holder | $772 | $8,431-90.8% | $11,033-93.0% | $6,918-88.8% |