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 | $38,051 | $78,672-51.6% | $109,143-65.1% | $85,850-55.7% |
| Participation rate | 42.0% | 68.3%-26.2pp | 75.9%-33.8pp | 69.3%-27.3pp |
| Annual return | 15.39% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $645 | $2,735-76.4% | $3,722-82.7% | $2,565-74.9% |
| Participant deferral / active EE | $1,555 | $3,467-55.1% | $4,653-66.6% | $3,952-60.6% |
| Admin fee / account holder | $12,518 | $5,469+128.9% | $6,752+85.4% | $6,260+100.0% |