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 | $33,158 | $63,346-47.7% | $92,233-64.1% | $70,131-52.7% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 19.27% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $266 | $2,471-89.2% | $3,679-92.8% | $2,342-88.6% |
| Participant deferral / active EE | $1,258 | $2,854-55.9% | $3,897-67.7% | $3,332-62.3% |
| Admin fee / account holder | $2,913 | $3,840-24.2% | $5,194-43.9% | $4,645-37.3% |