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 | $38,170 | $135,952-71.9% | $123,892-69.2% | $273,961-86.1% |
| Participation rate | 18.2% | 84.1%-65.9pp | 81.4%-63.2pp | 83.0%-64.8pp |
| Annual return | 6.45% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $280 | $5,170-94.6% | $4,617-93.9% | $4,869-94.3% |
| Participant deferral / active EE | $2,581 | $6,343-59.3% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $3,972 | $9,817-59.5% | $8,357-52.5% | $10,132-60.8% |