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 | $59,384 | $80,724-26.4% | $103,333-42.5% | $74,495-20.3% |
| Participation rate | 45.4% | 65.7%-20.3pp | 74.5%-29.1pp | 67.2%-21.8pp |
| Annual return | 13.25% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $479 | $3,157-84.8% | $3,868-87.6% | $2,623-81.7% |
| Participant deferral / active EE | $2,799 | $3,860-27.5% | $5,057-44.6% | $4,346-35.6% |
| Admin fee / account holder | $2,864 | $2,368+20.9% | $8,355-65.7% | $1,942+47.5% |