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 | $86,048 | $117,841-27.0% | $102,423-16.0% | $145,922-41.0% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 15.84% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $530 | $3,615-85.3% | $3,023-82.5% | $4,660-88.6% |
| Participant deferral / active EE | $2,119 | $5,731-63.0% | $5,053-58.1% | $6,688-68.3% |
| Admin fee / account holder | $697 | $13,326-94.8% | $9,451-92.6% | $13,397-94.8% |