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 | $36,404 | $107,334-66.1% | $92,893-60.8% | $152,861-76.2% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.4%-34.8pp |
| Annual return | 28.24% | 145.58%-117.3pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $288 | $4,221-93.2% | $3,653-92.1% | $4,762-93.9% |
| Participant deferral / active EE | $1,408 | $4,845-70.9% | $4,236-66.8% | $5,850-75.9% |
| Admin fee / account holder | $1,683 | $7,079-76.2% | $5,794-71.0% | $11,596-85.5% |