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 | $43,181 | $118,680-63.6% | $98,907-56.3% | $158,922-72.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 24.96% | 372.35%-347.4pp | 196.43%-171.5pp | 302.83%-277.9pp |
| Employer contribution / active EE | $295 | $3,333-91.1% | $2,689-89.0% | $4,761-93.8% |
| Participant deferral / active EE | $2,676 | $5,088-47.4% | $4,244-37.0% | $5,982-55.3% |
| Admin fee / account holder | $1,896 | $10,131-81.3% | $6,642-71.5% | $11,246-83.1% |