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 | $51,339 | $86,286-40.5% | $111,297-53.9% | $85,850-40.2% |
| Participation rate | 66.2% | 73.3%-7.1pp | 77.3%-11.1pp | 69.3%-3.1pp |
| Annual return | 12.36% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $302 | $2,043-85.2% | $2,731-88.9% | $2,565-88.2% |
| Participant deferral / active EE | $1,741 | $3,641-52.2% | $4,487-61.2% | $3,952-55.9% |
| Admin fee / account holder | $2,713 | $8,188-66.9% | $7,964-65.9% | $6,260-56.7% |