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 | $72,892 | $176,812-58.8% | $146,665-50.3% | $167,490-56.5% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.6pp | 82.1%-13.7pp |
| Annual return | 9.01% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $423 | $5,160-91.8% | $4,136-89.8% | $4,837-91.2% |
| Participant deferral / active EE | $2,567 | $6,440-60.1% | $5,506-53.4% | $6,341-59.5% |
| Admin fee / account holder | $31,980 | $13,259+141.2% | $10,280+211.1% | $12,309+159.8% |