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 | $63,041 | $78,672-19.9% | $109,143-42.2% | $85,850-26.6% |
| Participation rate | 27.2% | 68.3%-41.1pp | 75.9%-48.7pp | 69.3%-42.1pp |
| Annual return | 17.07% | 25.09%-8.0pp | 25.75%-8.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $653 | $2,735-76.1% | $3,722-82.5% | $2,565-74.6% |
| Participant deferral / active EE | $1,615 | $3,467-53.4% | $4,653-65.3% | $3,952-59.1% |
| Admin fee / account holder | $7,192 | $5,469+31.5% | $6,752+6.5% | $6,260+14.9% |