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 | $52,575 | $99,079-46.9% | $77,999-32.6% | $273,961-80.8% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.5%-58.9pp | 83.0%-66.3pp |
| Annual return | 7.82% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $408 | $3,308-87.7% | $2,470-83.5% | $4,869-91.6% |
| Participant deferral / active EE | $1,286 | $4,306-70.1% | $3,497-63.2% | $5,287-75.7% |
| Admin fee / account holder | $926 | $8,954-89.7% | $5,480-83.1% | $10,132-90.9% |