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 | $49,220 | $77,419-36.4% | $69,455-29.1% | $152,861-67.8% |
| Participation rate | 52.9% | 78.1%-25.2pp | 74.6%-21.7pp | 82.4%-29.5pp |
| Annual return | 21.50% | 39.06%-17.6pp | 28.97%-7.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $321 | $3,315-90.3% | $2,779-88.5% | $4,762-93.3% |
| Participant deferral / active EE | $1,658 | $4,414-62.4% | $3,535-53.1% | $5,850-71.7% |
| Admin fee / account holder | $417 | $6,207-93.3% | $3,839-89.1% | $11,596-96.4% |