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 | $69,227 | $127,100-45.5% | $105,738-34.5% | $135,375-48.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 76.3%-13.8pp | 82.6%-20.1pp |
| Annual return | 5.62% | 4.49%+1.1pp | 6.27%-0.7pp | 519.73%-514.1pp |
| Employer contribution / active EE | $573 | $4,107-86.0% | $3,268-82.5% | $4,779-88.0% |
| Participant deferral / active EE | $2,910 | $5,064-42.5% | $4,080-28.7% | $5,609-48.1% |
| Admin fee / account holder | $2,468 | $9,087-72.8% | $6,913-64.3% | $10,827-77.2% |