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 | $61,319 | $175,202-65.0% | $149,673-59.0% | $139,434-56.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 37.20% | 166.71%-129.5pp | 134.42%-97.2pp | 372.94%-335.7pp |
| Employer contribution / active EE | $250 | $5,474-95.4% | $4,818-94.8% | $4,751-94.7% |
| Participant deferral / active EE | $3,233 | $6,519-50.4% | $5,680-43.1% | $6,710-51.8% |
| Admin fee / account holder | $669 | $16,150-95.9% | $13,210-94.9% | $11,403-94.1% |