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 | $38,953 | $88,083-55.8% | $164,813-76.4% | $74,495-47.7% |
| Participation rate | 63.4% | 73.0%-9.6pp | 78.6%-15.2pp | 67.2%-3.8pp |
| Annual return | 20.51% | 17.26%+3.2pp | 69.93%-49.4pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $555 | $2,593-78.6% | $4,341-87.2% | $2,623-78.8% |
| Participant deferral / active EE | $4,686 | $4,498+4.2% | $6,031-22.3% | $4,346+7.8% |
| Admin fee / account holder | $8,359 | $2,234+274.2% | $12,690-34.1% | $1,942+330.5% |