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 | $86,200 | $159,602-46.0% | $150,045-42.6% | $142,382-39.5% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.3%-37.3pp | 80.1%-35.1pp |
| Annual return | 14.83% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $397 | $4,961-92.0% | $4,693-91.5% | $4,299-90.8% |
| Participant deferral / active EE | $2,920 | $8,310-64.9% | $7,997-63.5% | $6,507-55.1% |
| Admin fee / account holder | $306 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |