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 | $44,316 | $107,334-58.7% | $92,893-52.3% | $152,861-71.0% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 25.47% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $355 | $4,221-91.6% | $3,653-90.3% | $4,762-92.5% |
| Participant deferral / active EE | $3,458 | $4,845-28.6% | $4,236-18.4% | $5,850-40.9% |
| Admin fee / account holder | $3,996 | $7,079-43.6% | $5,794-31.0% | $11,596-65.5% |