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 | $47,263 | $181,894-74.0% | $156,549-69.8% | $273,961-82.7% |
| Participation rate | 69.6% | 88.4%-18.8pp | 84.0%-14.4pp | 83.0%-13.5pp |
| Annual return | 8.40% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,018 | $6,248-83.7% | $5,501-81.5% | $4,869-79.1% |
| Participant deferral / active EE | $2,610 | $5,550-53.0% | $4,871-46.4% | $5,287-50.6% |
| Admin fee / account holder | $635 | $15,559-95.9% | $13,027-95.1% | $10,132-93.7% |