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 | $39,534 | $59,101-33.1% | $77,163-48.8% | $75,163-47.4% |
| Participation rate | 13.0% | 63.9%-50.9pp | 69.6%-56.6pp | 67.2%-54.2pp |
| Annual return | 21.66% | 26.71%-5.1pp | 37.87%-16.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,308 | $2,999-56.4% | $3,833-65.9% | $4,125-68.3% |
| Admin fee / account holder | $3,923 | $4,774-17.8% | $5,472-28.3% | $5,651-30.6% |