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 | $40,066 | $115,770-65.4% | $101,248-60.4% | $158,922-74.8% |
| Participation rate | 41.2% | 79.4%-38.2pp | 75.8%-34.6pp | 82.0%-40.8pp |
| Annual return | 15.81% | 56.14%-40.3pp | 46.47%-30.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $142 | $4,175-96.6% | $3,660-96.1% | $4,761-97.0% |
| Participant deferral / active EE | $1,871 | $4,957-62.3% | $4,370-57.2% | $5,982-68.7% |
| Admin fee / account holder | $322 | $7,245-95.6% | $5,945-94.6% | $11,246-97.1% |