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 | $60,378 | $91,190-33.8% | $178,490-66.2% | $79,858-24.4% |
| Participation rate | 24.4% | 69.2%-44.8pp | 81.9%-57.5pp | 69.6%-45.2pp |
| Annual return | 18.10% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $365 | $3,256-88.8% | $5,011-92.7% | $2,471-85.2% |
| Participant deferral / active EE | $908 | $3,236-71.9% | $5,202-82.5% | $3,740-75.7% |
| Admin fee / account holder | $410 | $6,751-93.9% | $13,984-97.1% | $5,306-92.3% |