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 | $31,342 | $51,576-39.2% | $129,207-75.7% | $80,856-61.2% |
| Participation rate | 51.4% | 57.0%-5.6pp | 69.6%-18.3pp | 67.6%-16.3pp |
| Annual return | 17.79% | 20.81%-3.0pp | 9417.33%-9399.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $185 | $1,584-88.3% | $4,153-95.5% | $2,755-93.3% |
| Participant deferral / active EE | $1,037 | $2,669-61.1% | $4,168-75.1% | $4,296-75.8% |
| Admin fee / account holder | $1,354 | $4,305-68.5% | $7,715-82.4% | $6,918-80.4% |