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 | $65,887 | $163,101-59.6% | $136,749-51.8% | $142,382-53.7% |
| Participation rate | 57.9% | 78.2%-20.3pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 15.06% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $696 | $4,117-83.1% | $3,400-79.5% | $4,299-83.8% |
| Participant deferral / active EE | $1,864 | $5,585-66.6% | $4,692-60.3% | $6,507-71.4% |
| Admin fee / account holder | $1,151 | $14,318-92.0% | $11,386-89.9% | $12,624-90.9% |