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 | $51,451 | $115,770-55.6% | $101,248-49.2% | $158,922-67.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 8.93% | 56.14%-47.2pp | 46.47%-37.5pp | 302.83%-293.9pp |
| Employer contribution / active EE | $614 | $4,175-85.3% | $3,660-83.2% | $4,761-87.1% |
| Participant deferral / active EE | $2,371 | $4,957-52.2% | $4,370-45.7% | $5,982-60.4% |
| Admin fee / account holder | $1,012 | $7,245-86.0% | $5,945-83.0% | $11,246-91.0% |