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 | $62,704 | $118,450-47.1% | $98,439-36.3% | $139,434-55.0% |
| Participation rate | 54.5% | 77.4%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 12.24% | 18.94%-6.7pp | 21.16%-8.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,609 | $5,392-70.2% | $4,738-66.0% | $6,710-76.0% |
| Admin fee / account holder | $847 | $14,026-94.0% | $8,948-90.5% | $11,403-92.6% |