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 | $50,318 | $85,202-40.9% | $172,739-70.9% | $72,985-31.1% |
| Participation rate | 28.9% | 70.1%-41.2pp | 82.6%-53.8pp | 69.5%-40.6pp |
| Annual return | 17.40% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $336 | $3,324-89.9% | $5,143-93.5% | $2,440-86.2% |
| Participant deferral / active EE | $1,298 | $3,260-60.2% | $5,198-75.0% | $3,607-64.0% |
| Admin fee / account holder | $23,077 | $5,884+292.2% | $13,954+65.4% | $5,124+350.3% |