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 | $84,177 | $118,849-29.2% | $96,562-12.8% | $167,490-49.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 12.71% | 50.49%-37.8pp | 37.78%-25.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $347 | $3,120-88.9% | $2,356-85.3% | $4,837-92.8% |
| Participant deferral / active EE | $1,846 | $4,616-60.0% | $3,849-52.0% | $6,341-70.9% |
| Admin fee / account holder | $1,458 | $8,065-81.9% | $6,181-76.4% | $12,309-88.2% |