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 | $40,328 | $63,346-36.3% | $92,233-56.3% | $70,131-42.5% |
| Participation rate | 56.5% | 68.7%-12.2pp | 76.5%-20.0pp | 69.5%-13.1pp |
| Annual return | 12.57% | 530.12%-517.6pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $338 | $2,471-86.3% | $3,679-90.8% | $2,342-85.6% |
| Participant deferral / active EE | $1,959 | $2,854-31.4% | $3,897-49.7% | $3,332-41.2% |
| Admin fee / account holder | $1,038 | $3,840-73.0% | $5,194-80.0% | $4,645-77.7% |