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 | $25,048 | $48,230-48.1% | $67,502-62.9% | $80,856-69.0% |
| Participation rate | 69.5% | 66.4%+3.1pp | 72.9%-3.4pp | 67.6%+1.8pp |
| Annual return | 11.59% | 18.28%-6.7pp | 3512.12%-3500.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $344 | $2,020-83.0% | $2,731-87.4% | $2,755-87.5% |
| Participant deferral / active EE | $1,531 | $2,924-47.6% | $4,000-61.7% | $4,296-64.4% |
| Admin fee / account holder | $1,358 | $3,681-63.1% | $3,998-66.0% | $6,918-80.4% |