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 | $61,530 | $80,724-23.8% | $103,333-40.5% | $74,495-17.4% |
| Participation rate | 28.1% | 65.7%-37.6pp | 74.5%-46.4pp | 67.2%-39.1pp |
| Annual return | 17.96% | 27.56%-9.6pp | 24.88%-6.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $279 | $3,157-91.2% | $3,868-92.8% | $2,623-89.3% |
| Participant deferral / active EE | $1,686 | $3,860-56.3% | $5,057-66.7% | $4,346-61.2% |
| Admin fee / account holder | $5,790 | $2,368+144.5% | $8,355-30.7% | $1,942+198.2% |