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 | $28,229 | $73,515-61.6% | $62,995-55.2% | $147,584-80.9% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 9.70% | 175.43%-165.7pp | 87.57%-77.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $246 | $3,320-92.6% | $2,759-91.1% | $4,876-94.9% |
| Participant deferral / active EE | $2,687 | $4,185-35.8% | $3,329-19.3% | $5,439-50.6% |
| Admin fee / account holder | $2,812 | $5,953-52.8% | $3,600-21.9% | $10,885-74.2% |