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 | $36,268 | $89,355-59.4% | $141,162-74.3% | $72,985-50.3% |
| Participation rate | 34.1% | 75.1%-41.0pp | 82.5%-48.3pp | 69.5%-35.3pp |
| Annual return | 19.68% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $185 | $3,114-94.1% | $4,735-96.1% | $2,440-92.4% |
| Participant deferral / active EE | $5,370 | $5,418-0.9% | $6,709-20.0% | $3,607+48.9% |
| Admin fee / account holder | $10,956 | $5,958+83.9% | $10,261+6.8% | $5,124+113.8% |