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 | $34,549 | $138,044-75.0% | $125,339-72.4% | $134,475-74.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.62% | 750.33%-749.7pp | 572.05%-571.4pp | 417.96%-417.3pp |
| Employer contribution / active EE | $586 | $5,243-88.8% | $4,814-87.8% | $4,740-87.6% |
| Participant deferral / active EE | $6,935 | $7,799-11.1% | $7,446-6.9% | $6,400+8.4% |
| Admin fee / account holder | $14,340 | $11,571+23.9% | $10,010+43.3% | $11,426+25.5% |