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 | $22,329 | $85,022-73.7% | $70,515-68.3% | $139,434-84.0% |
| Participation rate | 45.0% | 73.9%-28.9pp | 68.3%-23.3pp | 80.3%-35.3pp |
| Annual return | 17.80% | 30.38%-12.6pp | 32.77%-15.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $108 | $3,909-97.2% | $2,973-96.4% | $4,751-97.7% |
| Participant deferral / active EE | $1,164 | $5,890-80.2% | $4,567-74.5% | $6,710-82.6% |
| Admin fee / account holder | $1,193 | $8,906-86.6% | $6,412-81.4% | $11,403-89.5% |