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 | $20,002 | $105,998-81.1% | $92,233-78.3% | $147,584-86.4% |
| Participation rate | 26.3% | 80.4%-54.1pp | 76.5%-50.2pp | 82.8%-56.5pp |
| Annual return | 15.20% | 50.05%-34.8pp | 176.28%-161.1pp | 578.55%-563.3pp |
| Employer contribution / active EE | $665 | $4,333-84.7% | $3,679-81.9% | $4,876-86.4% |
| Participant deferral / active EE | $2,652 | $4,478-40.8% | $3,897-32.0% | $5,439-51.2% |
| Admin fee / account holder | $586 | $6,332-90.7% | $5,194-88.7% | $10,885-94.6% |