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 | $40,454 | $226,064-82.1% | $182,532-77.8% | $152,861-73.5% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.0%-30.9pp | 82.4%-35.4pp |
| Annual return | 12.74% | 192.51%-179.8pp | 148.54%-135.8pp | 345.32%-332.6pp |
| Employer contribution / active EE | $265 | $4,978-94.7% | $4,076-93.5% | $4,762-94.4% |
| Participant deferral / active EE | $2,439 | $6,368-61.7% | $5,524-55.8% | $5,850-58.3% |
| Admin fee / account holder | $14,984 | $10,703+40.0% | $8,592+74.4% | $11,596+29.2% |