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 | $35,315 | $58,927-40.1% | $76,817-54.0% | $72,985-51.6% |
| Participation rate | 49.2% | 67.3%-18.1pp | 72.1%-22.9pp | 69.5%-20.3pp |
| Annual return | 21.75% | 2305.64%-2283.9pp | 1166.11%-1144.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $149 | $1,787-91.6% | $2,302-93.5% | $2,440-93.9% |
| Participant deferral / active EE | $1,582 | $2,690-41.2% | $3,336-52.6% | $3,607-56.1% |
| Admin fee / account holder | $552 | $4,013-86.2% | $6,420-91.4% | $5,124-89.2% |