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 | $58,482 | $79,171-26.1% | $102,423-42.9% | $74,495-21.5% |
| Participation rate | 58.9% | 74.8%-15.9pp | 76.5%-17.6pp | 67.2%-8.3pp |
| Annual return | 21.68% | 54.93%-33.3pp | 29.32%-7.6pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $529 | $2,362-77.6% | $3,023-82.5% | $2,623-79.8% |
| Participant deferral / active EE | $6,015 | $4,415+36.2% | $5,053+19.0% | $4,346+38.4% |
| Admin fee / account holder | $2,669 | $2,001+33.4% | $9,451-71.8% | $1,942+37.5% |