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 | $41,789 | $106,890-60.9% | $84,015-50.3% | $152,861-72.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 19.22% | 104.99%-85.8pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $284 | $2,734-89.6% | $1,983-85.7% | $4,762-94.0% |
| Participant deferral / active EE | $1,563 | $4,011-61.0% | $3,239-51.7% | $5,850-73.3% |
| Admin fee / account holder | $5,447 | $8,285-34.3% | $6,101-10.7% | $11,596-53.0% |