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 | $60,798 | $104,907-42.0% | $84,611-28.1% | $152,861-60.2% |
| Participation rate | 21.4% | 74.8%-53.4pp | 68.2%-46.8pp | 82.4%-61.0pp |
| Annual return | 25.02% | 373.79%-348.8pp | 258.74%-233.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $255 | $3,302-92.3% | $2,652-90.4% | $4,762-94.6% |
| Participant deferral / active EE | $2,734 | $4,688-41.7% | $3,899-29.9% | $5,850-53.3% |
| Admin fee / account holder | $1,672 | $6,241-73.2% | $4,912-66.0% | $11,596-85.6% |