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 | $38,668 | $102,616-62.3% | $81,983-52.8% | $158,922-75.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 9.55% | 61.04%-51.5pp | 41.31%-31.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $353 | $3,240-89.1% | $2,498-85.9% | $4,761-92.6% |
| Participant deferral / active EE | $3,265 | $4,648-29.8% | $3,722-12.3% | $5,982-45.4% |
| Admin fee / account holder | $5,681 | $8,235-31.0% | $5,664+0.3% | $11,246-49.5% |