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 | $45,071 | $99,652-54.8% | $78,778-42.8% | $147,584-69.5% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 13.39% | 47.28%-33.9pp | 35.62%-22.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $150 | $2,796-94.6% | $1,986-92.5% | $4,876-96.9% |
| Participant deferral / active EE | $785 | $3,664-78.6% | $2,958-73.5% | $5,439-85.6% |
| Admin fee / account holder | $661 | $7,155-90.8% | $5,134-87.1% | $10,885-93.9% |