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 | $60,439 | $48,230+25.3% | $67,502-10.5% | $80,856-25.3% |
| Participation rate | 22.9% | 66.4%-43.5pp | 72.9%-50.0pp | 67.6%-44.7pp |
| Annual return | 16.43% | 18.28%-1.8pp | 3512.12%-3495.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,528 | $2,924-47.7% | $4,000-61.8% | $4,296-64.4% |
| Admin fee / account holder | $2,035 | $3,681-44.7% | $3,998-49.1% | $6,918-70.6% |