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 | $38,207 | $34,932+9.4% | $56,441-32.3% | $74,546-48.7% |
| Participation rate | 13.6% | 32.9%-19.3pp | 52.5%-38.9pp | 67.2%-53.7pp |
| Annual return | 14.66% | 24.90%-10.2pp | 1704.21%-1689.6pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $58 | $608-90.5% | $1,039-94.4% | $2,624-97.8% |
| Participant deferral / active EE | $412 | $1,173-64.9% | $1,953-78.9% | $4,347-90.5% |
| Admin fee / account holder | $2,429 | $2,359+3.0% | $2,829-14.1% | $1,944+25.0% |