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 | $57,247 | $85,766-33.3% | $136,294-58.0% | $70,131-18.4% |
| Participation rate | 53.6% | 74.2%-20.6pp | 81.9%-28.3pp | 69.5%-16.0pp |
| Annual return | 14.62% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $52 | $2,966-98.2% | $4,695-98.9% | $2,342-97.8% |
| Participant deferral / active EE | $6,396 | $5,051+26.6% | $6,247+2.4% | $3,332+92.0% |
| Admin fee / account holder | $18,541 | $5,420+242.1% | $9,243+100.6% | $4,645+299.1% |