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 | $32,114 | $183,592-82.5% | $155,567-79.4% | $145,959-78.0% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 11.05% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $711 | $5,315-86.6% | $4,674-84.8% | $4,661-84.7% |
| Participant deferral / active EE | $2,333 | $6,464-63.9% | $5,628-58.5% | $6,689-65.1% |
| Admin fee / account holder | $506 | $19,318-97.4% | $15,916-96.8% | $13,398-96.2% |