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 | $65,554 | $102,604-36.1% | $86,188-23.9% | $139,434-53.0% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.0%-5.8pp | 80.3%-17.2pp |
| Annual return | 16.21% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $495 | $3,032-83.7% | $2,380-79.2% | $4,751-89.6% |
| Participant deferral / active EE | $2,690 | $4,676-42.5% | $3,985-32.5% | $6,710-59.9% |
| Admin fee / account holder | $413 | $8,657-95.2% | $6,852-94.0% | $11,403-96.4% |