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 | $43,041 | $152,587-71.8% | $125,175-65.6% | $152,861-71.8% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 22.05% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $782 | $4,946-84.2% | $3,865-79.8% | $4,762-83.6% |
| Participant deferral / active EE | $2,401 | $5,868-59.1% | $4,937-51.4% | $5,850-59.0% |
| Admin fee / account holder | $817 | $13,434-93.9% | $9,702-91.6% | $11,596-93.0% |