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 | $65,427 | $58,927+11.0% | $76,817-14.8% | $72,985-10.4% |
| Participation rate | 58.6% | 67.3%-8.8pp | 72.1%-13.5pp | 69.5%-10.9pp |
| Annual return | 20.54% | 2305.64%-2285.1pp | 1166.11%-1145.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $218 | $1,787-87.8% | $2,302-90.5% | $2,440-91.1% |
| Participant deferral / active EE | $1,629 | $2,690-39.5% | $3,336-51.2% | $3,607-54.9% |
| Admin fee / account holder | $3,741 | $4,013-6.8% | $6,420-41.7% | $5,124-27.0% |