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 | $44,757 | $107,334-58.3% | $92,893-51.8% | $152,861-70.7% |
| Participation rate | 7.1% | 79.8%-72.6pp | 76.0%-68.9pp | 82.4%-75.3pp |
| Annual return | 24.48% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $481 | $4,221-88.6% | $3,653-86.8% | $4,762-89.9% |
| Participant deferral / active EE | $3,651 | $4,845-24.6% | $4,236-13.8% | $5,850-37.6% |
| Admin fee / account holder | $8,707 | $7,079+23.0% | $5,794+50.3% | $11,596-24.9% |