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 | $20,513 | $60,124-65.9% | $90,404-77.3% | $79,858-74.3% |
| Participation rate | 59.4% | 65.0%-5.6pp | 72.7%-13.3pp | 69.6%-10.2pp |
| Annual return | 13.81% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $40 | $2,068-98.1% | $3,262-98.8% | $2,471-98.4% |
| Participant deferral / active EE | $1,165 | $2,938-60.3% | $3,963-70.6% | $3,740-68.8% |
| Admin fee / account holder | $1,094 | $3,976-72.5% | $5,611-80.5% | $5,306-79.4% |