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 | $39,440 | $106,890-63.1% | $84,015-53.1% | $152,861-74.2% |
| Participation rate | 52.4% | 75.2%-22.9pp | 69.0%-16.6pp | 82.4%-30.1pp |
| Annual return | 17.48% | 104.99%-87.5pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $314 | $2,734-88.5% | $1,983-84.2% | $4,762-93.4% |
| Participant deferral / active EE | $1,965 | $4,011-51.0% | $3,239-39.3% | $5,850-66.4% |
| Admin fee / account holder | $4,318 | $8,285-47.9% | $6,101-29.2% | $11,596-62.8% |