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 | $27,823 | $112,096-75.2% | $95,952-71.0% | $158,922-82.5% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 39.38% | 171.09%-131.7pp | 91.61%-52.2pp | 302.83%-263.4pp |
| Employer contribution / active EE | $616 | $3,198-80.7% | $2,541-75.8% | $4,761-87.1% |
| Participant deferral / active EE | $3,013 | $4,784-37.0% | $4,167-27.7% | $5,982-49.6% |
| Admin fee / account holder | $398 | $10,130-96.1% | $6,795-94.1% | $11,246-96.5% |