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 | $50,028 | $48,795+2.5% | $65,493-23.6% | $84,808-41.0% |
| Participation rate | 35.5% | 67.0%-31.5pp | 73.1%-37.6pp | 68.3%-32.8pp |
| Annual return | 16.02% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $278 | $1,930-85.6% | $2,574-89.2% | $2,631-89.4% |
| Participant deferral / active EE | $1,647 | $2,928-43.8% | $3,961-58.4% | $4,212-60.9% |
| Admin fee / account holder | $1,292 | $3,877-66.7% | $5,028-74.3% | $7,344-82.4% |