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 | $40,782 | $48,570-16.0% | $130,648-68.8% | $72,985-44.1% |
| Participation rate | 43.2% | 58.6%-15.3pp | 71.7%-28.5pp | 69.5%-26.2pp |
| Annual return | 21.28% | 38.63%-17.3pp | 1708.96%-1687.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $273 | $1,334-79.5% | $4,092-93.3% | $2,440-88.8% |
| Participant deferral / active EE | $1,402 | $2,384-41.2% | $3,603-61.1% | $3,607-61.1% |
| Admin fee / account holder | $8,330 | $3,549+134.7% | $5,464+52.4% | $5,124+62.6% |