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 | $56,037 | $65,561-14.5% | $86,188-35.0% | $75,163-25.4% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.0%-22.1pp | 67.2%-20.4pp |
| Annual return | 12.79% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.8pp |
| Employer contribution / active EE | $273 | $1,553-82.4% | $2,380-88.5% | $2,670-89.8% |
| Participant deferral / active EE | $2,022 | $3,024-33.1% | $3,985-49.3% | $4,125-51.0% |
| Admin fee / account holder | $1,862 | $5,474-66.0% | $6,852-72.8% | $5,651-67.0% |