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 | $43,383 | $51,576-15.9% | $129,207-66.4% | $80,856-46.3% |
| Participation rate | 7.3% | 57.0%-49.7pp | 69.6%-62.3pp | 67.6%-60.4pp |
| Annual return | 19.40% | 20.81%-1.4pp | 9417.33%-9397.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $294 | $1,584-81.4% | $4,153-92.9% | $2,755-89.3% |
| Participant deferral / active EE | $1,195 | $2,669-55.2% | $4,168-71.3% | $4,296-72.2% |
| Admin fee / account holder | $610 | $4,305-85.8% | $7,715-92.1% | $6,918-91.2% |