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 | $42,228 | $209,411-79.8% | $178,490-76.3% | $158,922-73.4% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 11.84% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $329 | $5,706-94.2% | $5,011-93.4% | $4,761-93.1% |
| Participant deferral / active EE | $2,098 | $5,954-64.8% | $5,202-59.7% | $5,982-64.9% |
| Admin fee / account holder | $1,349 | $17,074-92.1% | $13,984-90.4% | $11,246-88.0% |