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 | $79,242 | $72,012+10.0% | $185,823-57.4% | $79,858-0.8% |
| Participation rate | 22.2% | 65.8%-43.5pp | 78.0%-55.8pp | 69.6%-47.4pp |
| Annual return | 15.54% | 23.12%-7.6pp | 35.95%-20.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $36 | $1,965-98.2% | $4,087-99.1% | $2,471-98.5% |
| Participant deferral / active EE | $1,377 | $3,779-63.6% | $5,632-75.6% | $3,740-63.2% |
| Admin fee / account holder | $2,200 | $4,513-51.2% | $9,500-76.8% | $5,306-58.5% |