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 | $44,855 | $104,907-57.2% | $84,611-47.0% | $152,861-70.7% |
| Participation rate | 7.7% | 74.8%-67.1pp | 68.2%-60.5pp | 82.4%-74.8pp |
| Annual return | 22.43% | 373.79%-351.4pp | 258.74%-236.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $222 | $3,302-93.3% | $2,652-91.6% | $4,762-95.3% |
| Participant deferral / active EE | $923 | $4,688-80.3% | $3,899-76.3% | $5,850-84.2% |
| Admin fee / account holder | $621 | $6,241-90.1% | $4,912-87.4% | $11,596-94.6% |