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 | $43,949 | $65,685-33.1% | $57,179-23.1% | $273,961-84.0% |
| Participation rate | 16.7% | 78.3%-61.7pp | 75.3%-58.7pp | 83.0%-66.3pp |
| Annual return | 72.75% | 21.99%+50.8pp | 14.59%+58.2pp | 41.45%+31.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,751 | $3,782-27.3% | $3,096-11.2% | $5,287-48.0% |
| Admin fee / account holder | $1,522 | $4,835-68.5% | $3,139-51.5% | $10,132-85.0% |