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 | $25,581 | $45,073-43.2% | $69,455-63.2% | $72,985-64.9% |
| Participation rate | 58.2% | 68.5%-10.3pp | 74.6%-16.4pp | 69.5%-11.3pp |
| Annual return | 19.03% | 22.65%-3.6pp | 28.97%-9.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $178 | $2,054-91.3% | $2,779-93.6% | $2,440-92.7% |
| Participant deferral / active EE | $849 | $2,602-67.4% | $3,535-76.0% | $3,607-76.5% |
| Admin fee / account holder | $1,223 | $3,056-60.0% | $3,839-68.1% | $5,124-76.1% |