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 | $92,647 | $57,065+62.4% | $75,670+22.4% | $70,131+32.1% |
| Participation rate | 29.0% | 68.1%-39.1pp | 72.3%-43.4pp | 69.5%-40.6pp |
| Annual return | 14.17% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $310 | $1,817-82.9% | $2,352-86.8% | $2,342-86.8% |
| Participant deferral / active EE | $2,584 | $2,580+0.2% | $3,142-17.8% | $3,332-22.4% |
| Admin fee / account holder | $1,548 | $3,825-59.5% | $5,800-73.3% | $4,645-66.7% |