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 | $38,159 | $101,724-62.5% | $164,813-76.8% | $80,856-52.8% |
| Participation rate | 59.7% | 71.8%-12.2pp | 78.6%-18.9pp | 67.6%-8.0pp |
| Annual return | 10.71% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $550 | $2,953-81.4% | $4,341-87.3% | $2,755-80.0% |
| Participant deferral / active EE | $2,544 | $4,477-43.2% | $6,031-57.8% | $4,296-40.8% |
| Admin fee / account holder | $11,024 | $8,227+34.0% | $12,690-13.1% | $6,918+59.4% |