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 | $64,867 | $86,286-24.8% | $111,297-41.7% | $85,850-24.4% |
| Participation rate | 45.9% | 73.3%-27.4pp | 77.3%-31.4pp | 69.3%-23.4pp |
| Annual return | 12.29% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,890 | $3,641-48.1% | $4,487-57.9% | $3,952-52.2% |
| Admin fee / account holder | $490 | $8,188-94.0% | $7,964-93.8% | $6,260-92.2% |