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 | $49,990 | $87,733-43.0% | $106,548-53.1% | $85,850-41.8% |
| Participation rate | 52.4% | 71.9%-19.6pp | 76.1%-23.7pp | 69.3%-16.9pp |
| Annual return | 15.89% | 21.86%-6.0pp | 26.80%-10.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $183 | $2,073-91.2% | $2,819-93.5% | $2,565-92.9% |
| Participant deferral / active EE | $1,826 | $3,469-47.4% | $4,398-58.5% | $3,952-53.8% |
| Admin fee / account holder | $7,502 | $6,767+10.9% | $7,407+1.3% | $6,260+19.8% |