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 | $34,412 | $85,022-59.5% | $70,515-51.2% | $139,434-75.3% |
| Participation rate | 36.4% | 73.9%-37.5pp | 68.3%-32.0pp | 80.3%-44.0pp |
| Annual return | 12.78% | 30.38%-17.6pp | 32.77%-20.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $466 | $3,909-88.1% | $2,973-84.3% | $4,751-90.2% |
| Participant deferral / active EE | $1,380 | $5,890-76.6% | $4,567-69.8% | $6,710-79.4% |
| Admin fee / account holder | $9,097 | $8,906+2.1% | $6,412+41.9% | $11,403-20.2% |