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 | $41,028 | $77,899-47.3% | $149,673-72.6% | $75,163-45.4% |
| Participation rate | 17.4% | 65.6%-48.2pp | 78.8%-61.4pp | 67.2%-49.8pp |
| Annual return | 17.39% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $339 | $3,137-89.2% | $4,818-93.0% | $2,670-87.3% |
| Participant deferral / active EE | $1,020 | $3,411-70.1% | $5,680-82.0% | $4,125-75.3% |
| Admin fee / account holder | $524 | $5,956-91.2% | $13,210-96.0% | $5,651-90.7% |