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 | $27,210 | $85,766-68.3% | $136,294-80.0% | $70,131-61.2% |
| Participation rate | 34.3% | 74.2%-39.9pp | 81.9%-47.6pp | 69.5%-35.3pp |
| Annual return | 16.06% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $423 | $2,966-85.7% | $4,695-91.0% | $2,342-81.9% |
| Participant deferral / active EE | $2,662 | $5,051-47.3% | $6,247-57.4% | $3,332-20.1% |
| Admin fee / account holder | $1,617 | $5,420-70.2% | $9,243-82.5% | $4,645-65.2% |