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 | $76,030 | $99,985-24.0% | $146,665-48.2% | $85,850-11.4% |
| Participation rate | 48.1% | 73.1%-24.9pp | 80.1%-31.9pp | 69.3%-21.2pp |
| Annual return | 14.11% | 18.93%-4.8pp | 22.74%-8.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,245 | $4,006+30.9% | $5,506-4.7% | $3,952+32.7% |
| Admin fee / account holder | $457 | $7,702-94.1% | $10,280-95.6% | $6,260-92.7% |