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 | $60,707 | $108,825-44.2% | $156,181-61.1% | $82,448-26.4% |
| Participation rate | 63.3% | 72.4%-9.1pp | 78.8%-15.6pp | 68.1%-4.8pp |
| Annual return | 17.31% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $712 | $2,870-75.2% | $4,294-83.4% | $2,551-72.1% |
| Participant deferral / active EE | $5,285 | $4,577+15.5% | $6,132-13.8% | $4,139+27.7% |
| Admin fee / account holder | $5,847 | $9,341-37.4% | $14,586-59.9% | $7,234-19.2% |