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 | $31,737 | $105,998-70.1% | $92,233-65.6% | $147,584-78.5% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 18.14% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $443 | $4,333-89.8% | $3,679-88.0% | $4,876-90.9% |
| Participant deferral / active EE | $3,642 | $4,478-18.7% | $3,897-6.5% | $5,439-33.0% |
| Admin fee / account holder | $503 | $6,332-92.1% | $5,194-90.3% | $10,885-95.4% |