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 | $75,376 | $149,734-49.7% | $118,925-36.6% | $158,922-52.6% |
| Participation rate | 21.4% | 82.1%-60.6pp | 75.4%-54.0pp | 82.0%-60.5pp |
| Annual return | 14.55% | 19.95%-5.4pp | 35.88%-21.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $489 | $4,115-88.1% | $3,263-85.0% | $4,761-89.7% |
| Participant deferral / active EE | $2,101 | $5,223-59.8% | $4,265-50.7% | $5,982-64.9% |
| Admin fee / account holder | $469 | $8,603-94.6% | $6,581-92.9% | $11,246-95.8% |