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 | $36,329 | $165,335-78.0% | $149,696-75.7% | $158,922-77.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.19% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $754 | $5,103-85.2% | $4,644-83.8% | $4,761-84.2% |
| Participant deferral / active EE | $8,189 | $7,181+14.0% | $6,842+19.7% | $5,982+36.9% |
| Admin fee / account holder | $11,407 | $10,807+5.6% | $9,309+22.5% | $11,246+1.4% |