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 | $50,376 | $125,758-59.9% | $169,993-70.4% | $75,163-33.0% |
| Participation rate | 65.9% | 83.6%-17.7pp | 87.0%-21.1pp | 67.2%-1.3pp |
| Annual return | 19.05% | 27.20%-8.2pp | 53.37%-34.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,426 | $4,615-69.1% | $6,785-79.0% | $2,670-46.6% |
| Participant deferral / active EE | $4,660 | $6,837-31.9% | $10,408-55.2% | $4,125+13.0% |
| Admin fee / account holder | $4,451 | $8,173-45.5% | $12,815-65.3% | $5,651-21.2% |