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 | $102,812 | $135,635-24.2% | $110,238-6.7% | $135,375-24.1% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.8%-32.8pp | 82.6%-35.6pp |
| Annual return | 5.03% | 513.19%-508.2pp | 314.74%-309.7pp | 519.73%-514.7pp |
| Employer contribution / active EE | $912 | $4,906-81.4% | $3,826-76.2% | $4,779-80.9% |
| Participant deferral / active EE | $3,225 | $5,506-41.4% | $4,672-31.0% | $5,609-42.5% |
| Admin fee / account holder | $416 | $11,457-96.4% | $8,547-95.1% | $10,827-96.2% |