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 | $45,474 | $102,604-55.7% | $86,188-47.2% | $139,434-67.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 11.34% | 1922.51%-1911.2pp | 1168.45%-1157.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $377 | $3,032-87.6% | $2,380-84.2% | $4,751-92.1% |
| Participant deferral / active EE | $3,191 | $4,676-31.8% | $3,985-19.9% | $6,710-52.4% |
| Admin fee / account holder | $5,897 | $8,657-31.9% | $6,852-13.9% | $11,403-48.3% |