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 | $32,835 | $102,616-68.0% | $81,983-59.9% | $158,922-79.3% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.2%-5.6pp | 82.0%-18.3pp |
| Annual return | 21.96% | 61.04%-39.1pp | 41.31%-19.3pp | 302.83%-280.9pp |
| Employer contribution / active EE | $54 | $3,240-98.3% | $2,498-97.8% | $4,761-98.9% |
| Participant deferral / active EE | $1,234 | $4,648-73.4% | $3,722-66.8% | $5,982-79.4% |
| Admin fee / account holder | $1,746 | $8,235-78.8% | $5,664-69.2% | $11,246-84.5% |