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 | $36,430 | $52,406-30.5% | $129,207-71.8% | $74,495-51.1% |
| Participation rate | 45.3% | 53.8%-8.5pp | 69.6%-24.3pp | 67.2%-21.9pp |
| Annual return | 26.72% | 15.66%+11.1pp | 9417.33%-9390.6pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $309 | $1,531-79.8% | $4,153-92.6% | $2,623-88.2% |
| Participant deferral / active EE | $3,013 | $2,794+7.8% | $4,168-27.7% | $4,346-30.7% |
| Admin fee / account holder | $3,439 | $2,633+30.6% | $7,715-55.4% | $1,942+77.1% |