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 | $57,596 | $148,534-61.2% | $135,903-57.6% | $139,434-58.7% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 22.84% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $579 | $5,243-89.0% | $4,856-88.1% | $4,751-87.8% |
| Participant deferral / active EE | $3,795 | $8,100-53.2% | $7,758-51.1% | $6,710-43.4% |
| Admin fee / account holder | $316 | $12,400-97.5% | $10,762-97.1% | $11,403-97.2% |