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 | $53,162 | $70,587-24.7% | $124,672-57.4% | $85,850-38.1% |
| Participation rate | 61.9% | 64.4%-2.5pp | 74.6%-12.7pp | 69.3%-7.4pp |
| Annual return | 13.77% | 20688.83%-20675.1pp | 5142.93%-5129.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $336 | $1,913-82.5% | $3,324-89.9% | $2,565-86.9% |
| Participant deferral / active EE | $1,427 | $2,969-51.9% | $4,614-69.1% | $3,952-63.9% |
| Admin fee / account holder | $7,109 | $5,282+34.6% | $7,493-5.1% | $6,260+13.6% |