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 | $29,254 | $70,669-58.6% | $169,368-82.7% | $75,163-61.1% |
| Participation rate | 56.1% | 64.8%-8.7pp | 77.1%-21.0pp | 67.2%-11.1pp |
| Annual return | 16.29% | 36.36%-20.1pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $358 | $2,211-83.8% | $4,013-91.1% | $2,670-86.6% |
| Participant deferral / active EE | $1,954 | $4,311-54.7% | $6,221-68.6% | $4,125-52.6% |
| Admin fee / account holder | $1,353 | $5,402-74.9% | $9,003-85.0% | $5,651-76.0% |