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 | $60,150 | $66,098-9.0% | $101,794-40.9% | $74,304-19.0% |
| Participation rate | 37.5% | 53.8%-16.3pp | 69.2%-31.7pp | 60.3%-22.8pp |
| Annual return | 14.06% | 19.59%-5.5pp | 30.53%-16.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $54 | $1,082-95.0% | $2,289-97.6% | $2,241-97.6% |
| Participant deferral / active EE | $2,696 | $2,781-3.1% | $4,084-34.0% | $3,767-28.4% |
| Admin fee / account holder | $4,023 | $4,146-3.0% | $8,777-54.2% | $2,969+35.5% |