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 | $64,701 | $86,286-25.0% | $111,297-41.9% | $85,850-24.6% |
| Participation rate | 65.4% | 73.3%-7.9pp | 77.3%-11.9pp | 69.3%-3.9pp |
| Annual return | 14.67% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $465 | $2,043-77.2% | $2,731-83.0% | $2,565-81.9% |
| Participant deferral / active EE | $3,014 | $3,641-17.2% | $4,487-32.8% | $3,952-23.7% |
| Admin fee / account holder | $6,259 | $8,188-23.6% | $7,964-21.4% | $6,2600% |