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 | $23,196 | $226,064-89.7% | $182,532-87.3% | $152,861-84.8% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.4%-39.6pp |
| Annual return | 16.66% | 192.51%-175.8pp | 148.54%-131.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $307 | $4,978-93.8% | $4,076-92.5% | $4,762-93.5% |
| Participant deferral / active EE | $1,902 | $6,368-70.1% | $5,524-65.6% | $5,850-67.5% |
| Admin fee / account holder | $9,402 | $10,703-12.2% | $8,592+9.4% | $11,596-18.9% |