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 | $50,738 | $111,754-54.6% | $103,333-50.9% | $145,922-65.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.34% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $583 | $4,212-86.1% | $3,868-84.9% | $4,660-87.5% |
| Participant deferral / active EE | $2,011 | $5,619-64.2% | $5,057-60.2% | $6,688-69.9% |
| Admin fee / account holder | $2,314 | $9,750-76.3% | $8,355-72.3% | $13,397-82.7% |