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 | $47,540 | $112,096-57.6% | $95,952-50.5% | $158,922-70.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 21.95% | 171.09%-149.1pp | 91.61%-69.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,829 | $4,784-61.8% | $4,167-56.1% | $5,982-69.4% |
| Admin fee / account holder | $10,672 | $10,130+5.3% | $6,795+57.0% | $11,246-5.1% |