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 | $92,224-53.4% | $105,223-59.2% | $79,634-46.1% |
| Participation rate | 18.0% | 69.2%-51.1pp | 75.0%-57.0pp | 62.5%-44.4pp |
| Annual return | 21.47% | 88.65%-67.2pp | 180.65%-159.2pp | 36.46%-15.0pp |
| Employer contribution / active EE | $748 | $3,965-81.1% | $3,689-79.7% | $2,529-70.4% |
| Participant deferral / active EE | $1,536 | $3,834-59.9% | $5,072-69.7% | $3,835-60.0% |
| Admin fee / account holder | $4,404 | $1,121+293.0% | $8,859-50.3% | $1,002+339.6% |