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 | $32,235 | $76,367-57.8% | $93,606-65.6% | $72,985-55.8% |
| Participation rate | 47.4% | 71.7%-24.4pp | 75.8%-28.5pp | 69.5%-22.1pp |
| Annual return | 28.12% | 25.82%+2.3pp | 32.76%-4.6pp | 81.00%-52.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,812 | $3,538-48.8% | $4,069-55.5% | $3,607-49.8% |
| Admin fee / account holder | $4,773 | $6,838-30.2% | $7,888-39.5% | $5,124-6.9% |