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 | $51,756 | $89,753-42.3% | $107,525-51.9% | $84,808-39.0% |
| Participation rate | 20.0% | 68.1%-48.1pp | 75.1%-55.1pp | 68.3%-48.3pp |
| Annual return | 18.89% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $681 | $3,113-78.1% | $3,754-81.9% | $2,631-74.1% |
| Participant deferral / active EE | $2,037 | $4,056-49.8% | $5,116-60.2% | $4,212-51.6% |
| Admin fee / account holder | $2,783 | $7,222-61.5% | $8,919-68.8% | $7,344-62.1% |