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 | $31,282 | $99,341-68.5% | $84,750-63.1% | $273,961-88.6% |
| Participation rate | 15.4% | 80.7%-65.3pp | 76.6%-61.2pp | 83.0%-67.6pp |
| Annual return | 14.62% | 22.93%-8.3pp | 22.78%-8.2pp | 41.45%-26.8pp |
| Employer contribution / active EE | $621 | $4,214-85.3% | $3,574-82.6% | $4,869-87.2% |
| Participant deferral / active EE | $2,829 | $4,269-33.7% | $3,712-23.8% | $5,287-46.5% |
| Admin fee / account holder | $353 | $6,644-94.7% | $5,332-93.4% | $10,132-96.5% |