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 | $32,277 | $117,841-72.6% | $102,423-68.5% | $145,922-77.9% |
| Participation rate | 47.4% | 78.6%-31.2pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 13.23% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $811 | $3,615-77.6% | $3,023-73.2% | $4,660-82.6% |
| Participant deferral / active EE | $1,986 | $5,731-65.3% | $5,053-60.7% | $6,688-70.3% |
| Admin fee / account holder | $8,374 | $13,326-37.2% | $9,451-11.4% | $13,397-37.5% |