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 | $55,588 | $98,240-43.4% | $82,313-32.5% | $147,584-62.3% |
| Participation rate | 47.1% | 79.7%-32.7pp | 76.9%-29.8pp | 82.8%-35.8pp |
| Annual return | 22.20% | 30.85%-8.7pp | 25.88%-3.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $55 | $3,192-98.3% | $2,428-97.8% | $4,876-98.9% |
| Participant deferral / active EE | $2,358 | $4,383-46.2% | $3,706-36.4% | $5,439-56.6% |
| Admin fee / account holder | $10,053 | $8,563+17.4% | $5,608+79.3% | $10,885-7.6% |