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 | $33,182 | $77,634-57.3% | $156,549-78.8% | $62,891-47.2% |
| Participation rate | 22.6% | 71.2%-48.6pp | 84.0%-61.4pp | 69.3%-46.7pp |
| Annual return | 5.59% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $359 | $3,444-89.6% | $5,501-93.5% | $2,281-84.3% |
| Participant deferral / active EE | $2,240 | $3,045-26.5% | $4,871-54.0% | $3,203-30.1% |
| Admin fee / account holder | $2,238 | $5,561-59.7% | $13,027-82.8% | $4,296-47.9% |