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 | $29,731 | $106,890-72.2% | $84,015-64.6% | $152,861-80.6% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.4%-37.0pp |
| Annual return | 20.07% | 104.99%-84.9pp | 71.31%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $222 | $2,734-91.9% | $1,983-88.8% | $4,762-95.3% |
| Participant deferral / active EE | $1,058 | $4,011-73.6% | $3,239-67.3% | $5,850-81.9% |
| Admin fee / account holder | $503 | $8,285-93.9% | $6,101-91.8% | $11,596-95.7% |