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 | $68,875 | $176,812-61.0% | $146,665-53.0% | $167,490-58.9% |
| Participation rate | 46.7% | 83.6%-36.9pp | 80.1%-33.4pp | 82.1%-35.4pp |
| Annual return | 16.46% | 24.03%-7.6pp | 22.74%-6.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $987 | $5,160-80.9% | $4,136-76.1% | $4,837-79.6% |
| Participant deferral / active EE | $2,302 | $6,440-64.3% | $5,506-58.2% | $6,341-63.7% |
| Admin fee / account holder | $3,353 | $13,259-74.7% | $10,280-67.4% | $12,309-72.8% |