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 | $71,743 | $140,986-49.1% | $198,754-63.9% | $116,875-38.6% |
| Participation rate | 68.2% | 77.3%-9.1pp | 81.4%-13.3pp | 74.5%-6.3pp |
| Annual return | 16.13% | 18.14%-2.0pp | 4947.04%-4930.9pp | 16.29%-0.2pp |
| Employer contribution / active EE | $482 | $4,137-88.4% | $4,008-88.0% | $3,288-85.3% |
| Participant deferral / active EE | $3,544 | $3,620-2.1% | $4,138-14.4% | $3,885-8.8% |
| Admin fee / account holder | $16,080 | $11,748+36.9% | $12,082+33.1% | $12,263+31.1% |