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 | $26,808 | $102,317-73.8% | $146,958-81.8% | $80,856-66.8% |
| Participation rate | 47.1% | 75.8%-28.8pp | 82.2%-35.1pp | 67.6%-20.6pp |
| Annual return | 36.76% | 134.76%-98.0pp | 418.34%-381.6pp | 35.59%+1.2pp |
| Employer contribution / active EE | $389 | $3,713-89.5% | $4,933-92.1% | $2,755-85.9% |
| Participant deferral / active EE | $4,686 | $6,644-29.5% | $8,070-41.9% | $4,296+9.1% |
| Admin fee / account holder | $3,247 | $7,941-59.1% | $12,998-75.0% | $6,918-53.1% |