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 | $40,619 | $171,164-76.3% | $127,761-68.2% | $152,861-73.4% |
| Participation rate | 29.4% | 83.4%-54.0pp | 79.0%-49.6pp | 82.4%-53.0pp |
| Annual return | 13.50% | 23.54%-10.0pp | 26.14%-12.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $434 | $5,447-92.0% | $4,574-90.5% | $4,762-90.9% |
| Participant deferral / active EE | $2,514 | $7,038-64.3% | $6,021-58.3% | $5,850-57.0% |
| Admin fee / account holder | $20,149 | $14,530+38.7% | $9,395+114.5% | $11,596+73.8% |