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 | $29,430 | $162,781-81.9% | $133,956-78.0% | $158,922-81.5% |
| Participation rate | 57.9% | 83.2%-25.3pp | 79.8%-21.9pp | 82.0%-24.1pp |
| Annual return | 15.86% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $523 | $4,975-89.5% | $3,919-86.6% | $4,761-89.0% |
| Participant deferral / active EE | $1,792 | $5,911-69.7% | $5,048-64.5% | $5,982-70.1% |
| Admin fee / account holder | $3,494 | $11,736-70.2% | $8,927-60.9% | $11,246-68.9% |