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 | $39,287 | $73,638-46.6% | $95,952-59.1% | $73,488-46.5% |
| Participation rate | 44.8% | 76.2%-31.3pp | 77.1%-32.2pp | 70.7%-25.9pp |
| Annual return | 20.93% | 16.78%+4.2pp | 91.61%-70.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $243 | $1,863-87.0% | $2,541-90.4% | $2,270-89.3% |
| Participant deferral / active EE | $1,794 | $3,617-50.4% | $4,167-56.9% | $3,740-52.0% |
| Admin fee / account holder | $12,773 | $482+2549.5% | $6,795+88.0% | $513+2389.6% |