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 | $63,490 | $100,041-36.5% | $149,718-57.6% | $70,131-9.5% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.1%-23.1pp | 69.5%-5.5pp |
| Annual return | 13.21% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $338 | $3,662-90.8% | $5,445-93.8% | $2,342-85.6% |
| Participant deferral / active EE | $2,918 | $4,983-41.4% | $6,569-55.6% | $3,332-12.4% |
| Admin fee / account holder | $7,450 | $8,286-10.1% | $11,283-34.0% | $4,645+60.4% |