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 | $32,228 | $48,570-33.6% | $130,648-75.3% | $72,985-55.8% |
| Participation rate | 28.0% | 58.6%-30.6pp | 71.7%-43.7pp | 69.5%-41.5pp |
| Annual return | 19.66% | 38.63%-19.0pp | 1708.96%-1689.3pp | 81.00%-61.3pp |
| Employer contribution / active EE | $152 | $1,334-88.6% | $4,092-96.3% | $2,440-93.8% |
| Participant deferral / active EE | $1,698 | $2,384-28.8% | $3,603-52.9% | $3,607-52.9% |
| Admin fee / account holder | $7,184 | $3,549+102.4% | $5,464+31.5% | $5,124+40.2% |