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 | $35,667 | $111,724-68.1% | $93,606-61.9% | $145,922-75.6% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 10.22% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $260 | $3,090-91.6% | $2,420-89.3% | $4,660-94.4% |
| Participant deferral / active EE | $1,832 | $4,912-62.7% | $4,411-58.5% | $6,688-72.6% |
| Admin fee / account holder | $771 | $10,250-92.5% | $8,285-90.7% | $13,397-94.2% |