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 | $42,245 | $106,890-60.5% | $84,015-49.7% | $152,861-72.4% |
| Participation rate | 45.0% | 75.2%-30.2pp | 69.0%-24.0pp | 82.4%-37.4pp |
| Annual return | 21.75% | 104.99%-83.2pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,730 | $4,011-31.9% | $3,239-15.7% | $5,850-53.3% |
| Admin fee / account holder | $9,091 | $8,285+9.7% | $6,101+49.0% | $11,596-21.6% |