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 | $75,864 | $98,240-22.8% | $82,313-7.8% | $147,584-48.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 13.91% | 30.85%-16.9pp | 25.88%-12.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $404 | $3,192-87.3% | $2,428-83.4% | $4,876-91.7% |
| Participant deferral / active EE | $2,146 | $4,383-51.0% | $3,706-42.1% | $5,439-60.5% |
| Admin fee / account holder | $916 | $8,563-89.3% | $5,608-83.7% | $10,885-91.6% |