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 | $40,105 | $88,042-54.4% | $138,135-71.0% | $79,858-49.8% |
| Participation rate | 36.8% | 71.4%-34.6pp | 78.7%-41.9pp | 69.6%-32.8pp |
| Annual return | 14.26% | 20.58%-6.3pp | 20.51%-6.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $523 | $3,103-83.1% | $5,587-90.6% | $2,471-78.8% |
| Participant deferral / active EE | $2,188 | $4,704-53.5% | $6,431-66.0% | $3,740-41.5% |
| Admin fee / account holder | $2,603 | $7,791-66.6% | $11,856-78.0% | $5,306-50.9% |