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 | $40,525 | $94,031-56.9% | $115,768-65.0% | $82,448-50.8% |
| Participation rate | 43.5% | 70.4%-26.9pp | 74.4%-30.8pp | 68.1%-24.5pp |
| Annual return | 19.36% | 20.61%-1.2pp | 100.46%-81.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $273 | $2,323-88.2% | $2,940-90.7% | $2,551-89.3% |
| Participant deferral / active EE | $2,319 | $3,972-41.6% | $4,917-52.8% | $4,139-44.0% |
| Admin fee / account holder | $4,679 | $10,249-54.3% | $12,439-62.4% | $7,234-35.3% |