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 | $31,607 | $53,516-40.9% | $126,539-75.0% | $84,808-62.7% |
| Participation rate | 46.7% | 58.2%-11.6pp | 69.8%-23.2pp | 68.3%-21.6pp |
| Annual return | 14.58% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $217 | $1,535-85.9% | $3,674-94.1% | $2,631-91.8% |
| Participant deferral / active EE | $2,240 | $2,671-16.1% | $4,083-45.1% | $4,212-46.8% |
| Admin fee / account holder | $5,756 | $4,497+28.0% | $6,065-5.1% | $7,344-21.6% |