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 | $49,509 | $65,041-23.9% | $90,951-45.6% | $79,858-38.0% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.0%-34.2pp | 69.6%-34.9pp |
| Annual return | 11.44% | 30.45%-19.0pp | 134.60%-123.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $220 | $1,247-82.4% | $2,122-89.7% | $2,471-91.1% |
| Participant deferral / active EE | $1,533 | $2,512-39.0% | $3,373-54.6% | $3,740-59.0% |
| Admin fee / account holder | $559 | $4,536-87.7% | $5,959-90.6% | $5,306-89.5% |