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 | $21,338 | $111,754-80.9% | $103,333-79.4% | $145,922-85.4% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.69% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $848 | $4,212-79.9% | $3,868-78.1% | $4,660-81.8% |
| Participant deferral / active EE | $2,823 | $5,619-49.8% | $5,057-44.2% | $6,688-57.8% |
| Admin fee / account holder | $7,426 | $9,750-23.8% | $8,355-11.1% | $13,397-44.6% |