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 | $44,478 | $98,240-54.7% | $82,313-46.0% | $147,584-69.9% |
| Participation rate | 68.2% | 79.7%-11.5pp | 76.9%-8.7pp | 82.8%-14.6pp |
| Annual return | 17.22% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $384 | $3,192-88.0% | $2,428-84.2% | $4,876-92.1% |
| Participant deferral / active EE | $2,460 | $4,383-43.9% | $3,706-33.6% | $5,439-54.8% |
| Admin fee / account holder | $8,430 | $8,563-1.6% | $5,608+50.3% | $10,885-22.6% |