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 | $48,048 | $176,056-72.7% | $159,436-69.9% | $167,490-71.3% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 13.87% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $419 | $5,297-92.1% | $4,829-91.3% | $4,837-91.3% |
| Participant deferral / active EE | $7,142 | $7,750-7.8% | $7,352-2.9% | $6,341+12.6% |
| Admin fee / account holder | $6,178 | $12,554-50.8% | $10,799-42.8% | $12,309-49.8% |