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 | $47,151 | $77,899-39.5% | $149,673-68.5% | $75,163-37.3% |
| Participation rate | 19.3% | 65.6%-46.3pp | 78.8%-59.5pp | 67.2%-47.9pp |
| Annual return | 37.08% | 31.72%+5.4pp | 134.42%-97.3pp | 160.62%-123.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,674 | $3,411-50.9% | $5,680-70.5% | $4,125-59.4% |
| Admin fee / account holder | $2,806 | $5,956-52.9% | $13,210-78.8% | $5,651-50.3% |