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 | $42,955 | $95,880-55.2% | $107,525-60.1% | $85,563-49.8% |
| Participation rate | 18.0% | 70.1%-52.1pp | 75.1%-57.0pp | 66.0%-47.9pp |
| Annual return | 21.47% | 68.06%-46.6pp | 181.32%-159.8pp | 31.51%-10.0pp |
| Employer contribution / active EE | $748 | $3,812-80.4% | $3,754-80.1% | $2,654-71.8% |
| Participant deferral / active EE | $1,536 | $4,201-63.4% | $5,116-70.0% | $4,375-64.9% |
| Admin fee / account holder | $4,404 | $1,025+329.5% | $8,919-50.6% | $834+427.9% |