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 | $47,897 | $165,984-71.1% | $164,813-70.9% | $145,922-67.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 26.14% | 100.03%-73.9pp | 69.93%-43.8pp | 561.29%-535.1pp |
| Employer contribution / active EE | $433 | $5,273-91.8% | $4,341-90.0% | $4,660-90.7% |
| Participant deferral / active EE | $2,633 | $6,959-62.2% | $6,031-56.3% | $6,688-60.6% |
| Admin fee / account holder | $4,512 | $16,648-72.9% | $12,690-64.4% | $13,397-66.3% |