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 | $59,739 | $49,915+19.7% | $154,803-61.4% | $74,304-19.6% |
| Participation rate | 23.4% | 54.0%-30.6pp | 78.1%-54.7pp | 60.3%-37.0pp |
| Annual return | 15.21% | 34.06%-18.8pp | 58.88%-43.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $211 | $1,611-86.9% | $4,305-95.1% | $2,241-90.6% |
| Participant deferral / active EE | $1,178 | $2,255-47.7% | $5,540-78.7% | $3,767-68.7% |
| Admin fee / account holder | $7,975 | $2,189+264.3% | $14,329-44.3% | $2,969+168.6% |