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 | $25,464 | $77,899-67.3% | $149,673-83.0% | $75,163-66.1% |
| Participation rate | 27.3% | 65.6%-38.3pp | 78.8%-51.5pp | 67.2%-39.9pp |
| Annual return | 56.36% | 31.72%+24.6pp | 134.42%-78.1pp | 160.62%-104.3pp |
| Employer contribution / active EE | $304 | $3,137-90.3% | $4,818-93.7% | $2,670-88.6% |
| Participant deferral / active EE | $1,226 | $3,411-64.1% | $5,680-78.4% | $4,125-70.3% |
| Admin fee / account holder | $4,261 | $5,956-28.5% | $13,210-67.7% | $5,651-24.6% |