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 | $39,731 | $112,096-64.6% | $95,952-58.6% | $158,922-75.0% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 10.59% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $403 | $3,198-87.4% | $2,541-84.2% | $4,761-91.5% |
| Participant deferral / active EE | $2,805 | $4,784-41.4% | $4,167-32.7% | $5,982-53.1% |
| Admin fee / account holder | $14,247 | $10,130+40.6% | $6,795+109.7% | $11,246+26.7% |