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 | $47,930 | $91,552-47.6% | $133,956-64.2% | $79,858-40.0% |
| Participation rate | 58.5% | 73.3%-14.8pp | 79.8%-21.3pp | 69.6%-11.1pp |
| Annual return | 13.46% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $276 | $2,384-88.4% | $3,919-93.0% | $2,471-88.8% |
| Participant deferral / active EE | $2,102 | $3,733-43.7% | $5,048-58.4% | $3,740-43.8% |
| Admin fee / account holder | $418 | $6,321-93.4% | $8,927-95.3% | $5,306-92.1% |