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 | $65,250 | $154,117-57.7% | $129,995-49.8% | $139,434-53.2% |
| Participation rate | 43.8% | 82.0%-38.2pp | 78.5%-34.7pp | 80.3%-36.6pp |
| Annual return | 23.56% | 32.48%-8.9pp | -137.18%+160.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $586 | $5,289-88.9% | $4,320-86.4% | $4,751-87.7% |
| Participant deferral / active EE | $2,301 | $6,710-65.7% | $5,820-60.5% | $6,710-65.7% |
| Admin fee / account holder | $897 | $14,007-93.6% | $10,614-91.6% | $11,403-92.1% |