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 | $42,308 | $85,202-50.3% | $172,739-75.5% | $72,985-42.0% |
| Participation rate | 16.2% | 70.1%-53.8pp | 82.6%-66.4pp | 69.5%-53.3pp |
| Annual return | 21.00% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $250 | $3,324-92.5% | $5,143-95.1% | $2,440-89.8% |
| Participant deferral / active EE | $1,252 | $3,260-61.6% | $5,198-75.9% | $3,607-65.3% |
| Admin fee / account holder | $897 | $5,884-84.7% | $13,954-93.6% | $5,124-82.5% |