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 | $59,766 | $49,915+19.7% | $154,803-61.4% | $74,304-19.6% |
| Participation rate | 48.1% | 54.0%-5.9pp | 78.1%-30.0pp | 60.3%-12.3pp |
| Annual return | 18.47% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,668 | $2,255+62.7% | $5,540-33.8% | $3,767-2.6% |
| Admin fee / account holder | $5,862 | $2,189+167.8% | $14,329-59.1% | $2,969+97.4% |