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 | $82,383 | $57,354+43.6% | $83,848-1.7% | $64,186+28.4% |
| Participation rate | 34.4% | 68.6%-34.2pp | 76.1%-41.8pp | 69.6%-35.2pp |
| Annual return | 6.14% | 11.38%-5.2pp | 850.88%-844.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $267 | $2,545-89.5% | $3,631-92.6% | $2,381-88.8% |
| Participant deferral / active EE | $1,246 | $2,993-58.4% | $4,082-69.5% | $3,470-64.1% |
| Admin fee / account holder | $401 | $4,046-90.1% | $5,478-92.7% | $4,888-91.8% |