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 | $33,001 | $86,286-61.8% | $111,297-70.3% | $85,850-61.6% |
| Participation rate | 56.8% | 73.3%-16.5pp | 77.3%-20.5pp | 69.3%-12.5pp |
| Annual return | 17.08% | 19.99%-2.9pp | 54.65%-37.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $273 | $2,043-86.6% | $2,731-90.0% | $2,565-89.3% |
| Participant deferral / active EE | $1,853 | $3,641-49.1% | $4,487-58.7% | $3,952-53.1% |
| Admin fee / account holder | $1,334 | $8,188-83.7% | $7,964-83.2% | $6,260-78.7% |