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 | $47,376 | $100,852-53.0% | $90,404-47.6% | $158,922-70.2% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.7%-25.3pp | 82.0%-34.6pp |
| Annual return | 10.03% | 1724.20%-1714.2pp | 1293.02%-1283.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,113 | $4,348-51.4% | $3,963-46.7% | $5,982-64.7% |
| Admin fee / account holder | $650 | $6,501-90.0% | $5,611-88.4% | $11,246-94.2% |