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 | $47,377 | $111,754-57.6% | $103,333-54.2% | $145,922-67.5% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 9.13% | 24.77%-15.6pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $482 | $4,212-88.6% | $3,868-87.6% | $4,660-89.7% |
| Participant deferral / active EE | $4,852 | $5,619-13.6% | $5,057-4.1% | $6,688-27.4% |
| Admin fee / account holder | $805 | $9,750-91.7% | $8,355-90.4% | $13,397-94.0% |