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 | $22,239 | $77,634-71.4% | $156,549-85.8% | $62,891-64.6% |
| Participation rate | 25.0% | 71.2%-46.2pp | 84.0%-59.0pp | 69.3%-44.3pp |
| Annual return | 150.79% | 50.32%+100.5pp | 32.23%+118.6pp | 20.14%+130.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,179 | $3,045-61.3% | $4,871-75.8% | $3,203-63.2% |
| Admin fee / account holder | $1,655 | $5,561-70.2% | $13,027-87.3% | $4,296-61.5% |