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 | $40,683 | $156,846-74.1% | $121,098-66.4% | $139,434-70.8% |
| Participation rate | 43.8% | 76.4%-32.7pp | 69.5%-25.7pp | 80.3%-36.6pp |
| Annual return | 12.56% | 1474.56%-1462.0pp | 985.75%-973.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $111 | $5,536-98.0% | $4,164-97.3% | $4,751-97.7% |
| Participant deferral / active EE | $1,080 | $4,844-77.7% | $4,080-73.5% | $6,710-83.9% |
| Admin fee / account holder | $340 | $6,946-95.1% | $5,644-94.0% | $11,403-97.0% |