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 | $66,265 | $138,044-52.0% | $125,339-47.1% | $134,475-50.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | 1.54% | 750.33%-748.8pp | 572.05%-570.5pp | 417.96%-416.4pp |
| Employer contribution / active EE | $960 | $5,243-81.7% | $4,814-80.1% | $4,740-79.7% |
| Participant deferral / active EE | $3,214 | $7,799-58.8% | $7,446-56.8% | $6,400-49.8% |
| Admin fee / account holder | $1,213 | $11,571-89.5% | $10,010-87.9% | $11,426-89.4% |