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 | $46,471 | $89,355-48.0% | $141,162-67.1% | $72,985-36.3% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.5%-27.2pp | 69.5%-14.3pp |
| Annual return | 22.50% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,646 | $5,418-32.7% | $6,709-45.7% | $3,607+1.1% |
| Admin fee / account holder | $1,536 | $5,958-74.2% | $10,261-85.0% | $5,124-70.0% |