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 | $42,864 | $104,974-59.2% | $95,585-55.2% | $142,382-69.9% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 17.41% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $132 | $2,779-95.2% | $2,527-94.8% | $4,299-96.9% |
| Participant deferral / active EE | $3,095 | $4,352-28.9% | $4,023-23.1% | $6,507-52.4% |
| Admin fee / account holder | $485 | $6,386-92.4% | $6,127-92.1% | $12,624-96.2% |