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 | $59,360 | $111,814-46.9% | $103,374-42.6% | $145,959-59.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 16.27% | 24.77%-8.5pp | 24.89%-8.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $260 | $4,214-93.8% | $3,869-93.3% | $4,661-94.4% |
| Participant deferral / active EE | $2,160 | $5,618-61.6% | $5,058-57.3% | $6,689-67.7% |
| Admin fee / account holder | $3,846 | $9,754-60.6% | $8,394-54.2% | $13,398-71.3% |