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 | $76,835 | $111,724-31.2% | $93,606-17.9% | $145,922-47.3% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 15.45% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $529 | $3,090-82.9% | $2,420-78.2% | $4,660-88.7% |
| Participant deferral / active EE | $2,693 | $4,912-45.2% | $4,411-38.9% | $6,688-59.7% |
| Admin fee / account holder | $3,218 | $10,250-68.6% | $8,285-61.2% | $13,397-76.0% |