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 | $44,640 | $177,572-74.9% | $154,803-71.2% | $142,382-68.6% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.1%-32.2pp | 80.1%-34.3pp |
| Annual return | 15.77% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $225 | $4,810-95.3% | $4,305-94.8% | $4,299-94.8% |
| Participant deferral / active EE | $1,997 | $6,272-68.2% | $5,540-64.0% | $6,507-69.3% |
| Admin fee / account holder | $4,879 | $16,786-70.9% | $14,329-65.9% | $12,624-61.3% |