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 | $50,231 | $149,734-66.5% | $118,925-57.8% | $158,922-68.4% |
| Participation rate | 68.8% | 82.1%-13.3pp | 75.4%-6.6pp | 82.0%-13.2pp |
| Annual return | 18.05% | 19.95%-1.9pp | 35.88%-17.8pp | 302.83%-284.8pp |
| Employer contribution / active EE | $390 | $4,115-90.5% | $3,263-88.1% | $4,761-91.8% |
| Participant deferral / active EE | $2,633 | $5,223-49.6% | $4,265-38.3% | $5,982-56.0% |
| Admin fee / account holder | $4,447 | $8,603-48.3% | $6,581-32.4% | $11,246-60.5% |