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 | $34,207 | $53,516-36.1% | $126,539-73.0% | $84,808-59.7% |
| Participation rate | 46.2% | 58.2%-12.1pp | 69.8%-23.7pp | 68.3%-22.2pp |
| Annual return | 16.00% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $193 | $1,535-87.4% | $3,674-94.8% | $2,631-92.7% |
| Participant deferral / active EE | $1,042 | $2,671-61.0% | $4,083-74.5% | $4,212-75.3% |
| Admin fee / account holder | $2,927 | $4,497-34.9% | $6,065-51.7% | $7,344-60.1% |