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 | $87,661 | $227,553-61.5% | $189,557-53.8% | $167,490-47.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.30% | 78.40%-65.1pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $364 | $5,316-93.2% | $4,412-91.8% | $4,837-92.5% |
| Participant deferral / active EE | $3,232 | $7,002-53.8% | $6,174-47.6% | $6,341-49.0% |
| Admin fee / account holder | $387 | $11,878-96.7% | $9,807-96.1% | $12,309-96.9% |