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 | $59,159 | $217,402-72.8% | $185,823-68.2% | $167,490-64.7% |
| Participation rate | 52.6% | 86.0%-33.4pp | 81.7%-29.1pp | 82.1%-29.5pp |
| Annual return | 16.25% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $625 | $5,873-89.4% | $5,167-87.9% | $4,837-87.1% |
| Participant deferral / active EE | $3,272 | $6,356-48.5% | $5,568-41.2% | $6,341-48.4% |
| Admin fee / account holder | $1,875 | $19,811-90.5% | $16,237-88.4% | $12,309-84.8% |