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 | $49,953 | $118,680-57.9% | $98,907-49.5% | $158,922-68.6% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 5.40% | 372.35%-366.9pp | 196.43%-191.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $305 | $3,333-90.8% | $2,689-88.6% | $4,761-93.6% |
| Participant deferral / active EE | $1,762 | $5,088-65.4% | $4,244-58.5% | $5,982-70.5% |
| Admin fee / account holder | $18,311 | $10,131+80.7% | $6,642+175.7% | $11,246+62.8% |