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 | $43,911 | $102,604-57.2% | $86,188-49.1% | $139,434-68.5% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 13.08% | 1922.51%-1909.4pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $382 | $3,032-87.4% | $2,380-83.9% | $4,751-92.0% |
| Participant deferral / active EE | $1,497 | $4,676-68.0% | $3,985-62.4% | $6,710-77.7% |
| Admin fee / account holder | $864 | $8,657-90.0% | $6,852-87.4% | $11,403-92.4% |