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 | $54,496 | $177,572-69.3% | $154,803-64.8% | $142,382-61.7% |
| Participation rate | 31.6% | 82.1%-50.5pp | 78.1%-46.5pp | 80.1%-48.5pp |
| Annual return | 15.18% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $802 | $4,810-83.3% | $4,305-81.4% | $4,299-81.3% |
| Participant deferral / active EE | $3,490 | $6,272-44.4% | $5,540-37.0% | $6,507-46.4% |
| Admin fee / account holder | $2,337 | $16,786-86.1% | $14,329-83.7% | $12,624-81.5% |