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 | $43,838 | $115,770-62.1% | $101,248-56.7% | $158,922-72.4% |
| Participation rate | 39.1% | 79.4%-40.2pp | 75.8%-36.7pp | 82.0%-42.8pp |
| Annual return | 14.12% | 56.14%-42.0pp | 46.47%-32.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $348 | $4,175-91.7% | $3,660-90.5% | $4,761-92.7% |
| Participant deferral / active EE | $1,394 | $4,957-71.9% | $4,370-68.1% | $5,982-76.7% |
| Admin fee / account holder | $24,511 | $7,245+238.3% | $5,945+312.3% | $11,246+118.0% |