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 | $56,630 | $173,345-67.3% | $136,007-58.4% | $145,922-61.2% |
| Participation rate | 46.7% | 80.5%-33.8pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 12.10% | 1163.32%-1151.2pp | 579.32%-567.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $399 | $5,278-92.4% | $4,217-90.5% | $4,660-91.4% |
| Participant deferral / active EE | $4,287 | $8,699-50.7% | $7,025-39.0% | $6,688-35.9% |
| Admin fee / account holder | $1,498 | $9,954-85.0% | $6,858-78.2% | $13,397-88.8% |