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 | $43,884 | $118,849-63.1% | $96,562-54.6% | $167,490-73.8% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 9.70% | 50.49%-40.8pp | 37.78%-28.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $406 | $3,120-87.0% | $2,356-82.8% | $4,837-91.6% |
| Participant deferral / active EE | $1,508 | $4,616-67.3% | $3,849-60.8% | $6,341-76.2% |
| Admin fee / account holder | $719 | $8,065-91.1% | $6,181-88.4% | $12,309-94.2% |