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 | $51,552 | $106,515-51.6% | $96,683-46.7% | $139,434-63.0% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 14.96% | 38.43%-23.5pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $433 | $4,103-89.4% | $3,737-88.4% | $4,751-90.9% |
| Participant deferral / active EE | $1,733 | $5,454-68.2% | $4,878-64.5% | $6,710-74.2% |
| Admin fee / account holder | $523 | $7,877-93.4% | $6,730-92.2% | $11,403-95.4% |