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 | $40,602 | $99,652-59.3% | $78,778-48.5% | $147,584-72.5% |
| Participation rate | 60.9% | 76.2%-15.4pp | 69.2%-8.3pp | 82.8%-22.0pp |
| Annual return | 13.58% | 47.28%-33.7pp | 35.62%-22.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $273 | $2,796-90.2% | $1,986-86.2% | $4,876-94.4% |
| Participant deferral / active EE | $2,096 | $3,664-42.8% | $2,958-29.2% | $5,439-61.5% |
| Admin fee / account holder | $10,877 | $7,155+52.0% | $5,134+111.9% | $10,885-0.1% |