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 5-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 | $50,325 | $112,729-55.4% | $98,716-49.0% | $137,256-63.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 15.74% | 38.48%-22.7pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $327 | $2,725-88.0% | $2,279-85.7% | $4,156-92.1% |
| Participant deferral / active EE | $2,019 | $4,640-56.5% | $4,048-50.1% | $6,407-68.5% |
| Admin fee / account holder | $2,723 | $10,129-73.1% | $8,703-68.7% | $12,270-77.8% |