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 | $33,767 | $48,335-30.1% | $121,098-72.1% | $71,457-52.7% |
| Participation rate | 33.1% | 54.3%-21.2pp | 69.5%-36.4pp | 67.9%-34.9pp |
| Annual return | 16.44% | 23.32%-6.9pp | 985.75%-969.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $163 | $1,489-89.1% | $4,164-96.1% | $2,588-93.7% |
| Participant deferral / active EE | $1,387 | $2,754-49.7% | $4,080-66.0% | $4,289-67.7% |
| Admin fee / account holder | $2,111 | $1,841+14.7% | $5,644-62.6% | $1,587+33.0% |