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 | $40,485 | $127,386-68.2% | $115,037-64.8% | $125,391-67.7% |
| Participation rate | 34.8% | 84.2%-49.4pp | 81.4%-46.6pp | 83.2%-48.4pp |
| Annual return | 2.79% | 31.28%-28.5pp | 26.14%-23.4pp | 282.22%-279.4pp |
| Employer contribution / active EE | $771 | $5,166-85.1% | $4,608-83.3% | $4,866-84.1% |
| Participant deferral / active EE | $2,064 | $6,423-67.9% | $6,026-65.7% | $5,352-61.4% |
| Admin fee / account holder | $672 | $9,516-92.9% | $8,175-91.8% | $9,540-93.0% |