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 | $47,956 | $107,334-55.3% | $92,893-48.4% | $152,861-68.6% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.4%-44.4pp |
| Annual return | 18.08% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $409 | $4,221-90.3% | $3,653-88.8% | $4,762-91.4% |
| Participant deferral / active EE | $1,638 | $4,845-66.2% | $4,236-61.3% | $5,850-72.0% |
| Admin fee / account holder | $51,947 | $7,079+633.8% | $5,794+796.6% | $11,596+348.0% |