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 | $61,749 | $177,572-65.2% | $154,803-60.1% | $142,382-56.6% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.1%-39.6pp | 80.1%-41.7pp |
| Annual return | 12.86% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $883 | $4,810-81.6% | $4,305-79.5% | $4,299-79.5% |
| Participant deferral / active EE | $3,958 | $6,272-36.9% | $5,540-28.6% | $6,507-39.2% |
| Admin fee / account holder | $6,151 | $16,786-63.4% | $14,329-57.1% | $12,624-51.3% |