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 | $30,680 | $51,576-40.5% | $129,207-76.3% | $80,856-62.1% |
| Participation rate | 34.3% | 57.0%-22.7pp | 69.6%-35.3pp | 67.6%-33.4pp |
| Annual return | 12.06% | 20.81%-8.8pp | 9417.33%-9405.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $144 | $1,584-90.9% | $4,153-96.5% | $2,755-94.8% |
| Participant deferral / active EE | $1,479 | $2,669-44.6% | $4,168-64.5% | $4,296-65.6% |
| Admin fee / account holder | $4,189 | $4,305-2.7% | $7,715-45.7% | $6,918-39.5% |