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 | $42,049 | $105,630-60.2% | $87,507-51.9% | $273,961-84.7% |
| Participation rate | 37.5% | 78.2%-40.7pp | 73.8%-36.3pp | 83.0%-45.5pp |
| Annual return | 80.65% | 12.25%+68.4pp | 12.21%+68.4pp | 41.45%+39.2pp |
| Employer contribution / active EE | $26 | $3,141-99.2% | $2,550-99.0% | $4,869-99.5% |
| Participant deferral / active EE | $5,550 | $3,601+54.1% | $3,149+76.3% | $5,287+5.0% |
| Admin fee / account holder | $604 | $4,781-87.4% | $4,221-85.7% | $10,132-94.0% |