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 | $41,409 | $99,652-58.4% | $78,778-47.4% | $147,584-71.9% |
| Participation rate | 69.6% | 76.2%-6.7pp | 69.2%+0.4pp | 82.8%-13.3pp |
| Annual return | 12.87% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $282 | $2,796-89.9% | $1,986-85.8% | $4,876-94.2% |
| Participant deferral / active EE | $2,037 | $3,664-44.4% | $2,958-31.2% | $5,439-62.6% |
| Admin fee / account holder | $1,366 | $7,155-80.9% | $5,134-73.4% | $10,885-87.5% |