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 | $58,234 | $165,335-64.8% | $149,696-61.1% | $158,922-63.4% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 40.81% | 348.15%-307.3pp | 276.60%-235.8pp | 302.83%-262.0pp |
| Employer contribution / active EE | $316 | $5,103-93.8% | $4,644-93.2% | $4,761-93.4% |
| Participant deferral / active EE | $3,522 | $7,181-50.9% | $6,842-48.5% | $5,982-41.1% |
| Admin fee / account holder | $1,505 | $10,807-86.1% | $9,309-83.8% | $11,246-86.6% |