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 | $69,374 | $45,343+53.0% | $150,298-53.8% | $67,986+2.0% |
| Participation rate | 20.0% | 51.9%-31.9pp | 77.8%-57.8pp | 57.2%-37.2pp |
| Annual return | 14.64% | 33.28%-18.6pp | 62.79%-48.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $147 | $1,462-89.9% | $4,154-96.5% | $2,019-92.7% |
| Participant deferral / active EE | $967 | $2,055-52.9% | $5,453-82.3% | $3,358-71.2% |
| Admin fee / account holder | $9,144 | $2,250+306.4% | $14,116-35.2% | $3,203+185.5% |