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 | $63,585 | $111,754-43.1% | $103,333-38.5% | $145,922-56.4% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 13.12% | 24.77%-11.6pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $556 | $4,212-86.8% | $3,868-85.6% | $4,660-88.1% |
| Participant deferral / active EE | $4,049 | $5,619-27.9% | $5,057-19.9% | $6,688-39.5% |
| Admin fee / account holder | $8,014 | $9,750-17.8% | $8,355-4.1% | $13,397-40.2% |