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 | $50,326 | $210,408-76.1% | $153,485-67.2% | $145,922-65.5% |
| Participation rate | 38.9% | 82.1%-43.2pp | 77.1%-38.2pp | 80.3%-41.4pp |
| Annual return | 11.88% | 13.37%-1.5pp | 15.65%-3.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $846 | $6,048-86.0% | $5,039-83.2% | $4,660-81.8% |
| Participant deferral / active EE | $2,485 | $7,975-68.8% | $6,757-63.2% | $6,688-62.8% |
| Admin fee / account holder | $1,933 | $19,419-90.0% | $12,724-84.8% | $13,397-85.6% |