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 | $52,699 | $98,750-46.6% | $149,696-64.8% | $79,858-34.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 14.02% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $529 | $3,216-83.5% | $4,644-88.6% | $2,471-78.6% |
| Participant deferral / active EE | $4,303 | $5,680-24.2% | $6,842-37.1% | $3,740+15.1% |
| Admin fee / account holder | $1,906 | $6,053-68.5% | $9,309-79.5% | $5,306-64.1% |