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 | $44,761 | $65,703-31.9% | $94,224-52.5% | $59,632-24.9% |
| Participation rate | 68.8% | 72.1%-3.4pp | 78.8%-10.0pp | 68.7%+0.1pp |
| Annual return | 2.45% | 5.22%-2.8pp | 10.68%-8.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $204 | $2,021-89.9% | $3,587-94.3% | $2,203-90.7% |
| Participant deferral / active EE | $2,752 | $3,143-12.4% | $4,320-36.3% | $3,192-13.8% |
| Admin fee / account holder | $557 | $4,264-86.9% | $6,269-91.1% | $4,297-87.0% |