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 | $45,380 | $80,724-43.8% | $103,333-56.1% | $74,495-39.1% |
| Participation rate | 40.2% | 65.7%-25.5pp | 74.5%-34.3pp | 67.2%-27.0pp |
| Annual return | 25.12% | 27.56%-2.4pp | 24.88%+0.2pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $667 | $3,157-78.9% | $3,868-82.8% | $2,623-74.6% |
| Participant deferral / active EE | $2,523 | $3,860-34.7% | $5,057-50.1% | $4,346-42.0% |
| Admin fee / account holder | $4,463 | $2,368+88.5% | $8,355-46.6% | $1,942+129.8% |