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 | $40,807 | $115,770-64.8% | $101,248-59.7% | $158,922-74.3% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 11.74% | 56.14%-44.4pp | 46.47%-34.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $521 | $4,175-87.5% | $3,660-85.8% | $4,761-89.1% |
| Participant deferral / active EE | $2,795 | $4,957-43.6% | $4,370-36.0% | $5,982-53.3% |
| Admin fee / account holder | $2,316 | $7,245-68.0% | $5,945-61.0% | $11,246-79.4% |