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 | $48,942 | $112,881-56.6% | $90,951-46.2% | $158,922-69.2% |
| Participation rate | 43.5% | 74.7%-31.3pp | 69.0%-25.5pp | 82.0%-38.5pp |
| Annual return | 10.44% | 215.79%-205.4pp | 134.60%-124.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,033 | $4,128-50.7% | $3,373-39.7% | $5,982-66.0% |
| Admin fee / account holder | $10,451 | $8,041+30.0% | $5,959+75.4% | $11,246-7.1% |