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 | $46,158 | $89,355-48.3% | $141,162-67.3% | $72,985-36.8% |
| Participation rate | 56.1% | 75.1%-19.1pp | 82.5%-26.4pp | 69.5%-13.4pp |
| Annual return | 28.72% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $351 | $3,114-88.7% | $4,735-92.6% | $2,440-85.6% |
| Participant deferral / active EE | $3,053 | $5,418-43.7% | $6,709-54.5% | $3,607-15.4% |
| Admin fee / account holder | $1,322 | $5,958-77.8% | $10,261-87.1% | $5,124-74.2% |