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 | $25,019 | $51,604-51.5% | $129,295-80.6% | $80,874-69.1% |
| Participation rate | 28.2% | 57.0%-28.8pp | 69.6%-41.4pp | 67.6%-39.4pp |
| Annual return | 18.39% | 20.76%-2.4pp | 9429.28%-9410.9pp | 35.62%-17.2pp |
| Employer contribution / active EE | $146 | $1,585-90.8% | $4,157-96.5% | $2,756-94.7% |
| Participant deferral / active EE | $1,238 | $2,670-53.6% | $4,169-70.3% | $4,297-71.2% |
| Admin fee / account holder | $2,107 | $4,310-51.1% | $7,665-72.5% | $6,935-69.6% |