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 | $40,839 | $112,881-63.8% | $90,951-55.1% | $158,922-74.3% |
| Participation rate | 14.3% | 74.7%-60.4pp | 69.0%-54.7pp | 82.0%-67.7pp |
| Annual return | 10.52% | 215.79%-205.3pp | 134.60%-124.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $390 | $2,893-86.5% | $2,122-81.6% | $4,761-91.8% |
| Participant deferral / active EE | $3,453 | $4,128-16.3% | $3,373+2.4% | $5,982-42.3% |
| Admin fee / account holder | $11,110 | $8,041+38.2% | $5,959+86.5% | $11,246-1.2% |