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 | $55,966 | $117,841-52.5% | $102,423-45.4% | $145,922-61.6% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 12.93% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $447 | $3,615-87.6% | $3,023-85.2% | $4,660-90.4% |
| Participant deferral / active EE | $5,635 | $5,731-1.7% | $5,053+11.5% | $6,688-15.7% |
| Admin fee / account holder | $14,149 | $13,326+6.2% | $9,451+49.7% | $13,397+5.6% |