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 | $26,662 | $53,127-49.8% | $86,590-69.2% | $70,131-62.0% |
| Participation rate | 41.9% | 65.3%-23.4pp | 73.5%-31.7pp | 69.5%-27.6pp |
| Annual return | 17.07% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $167 | $2,068-91.9% | $2,839-94.1% | $2,342-92.9% |
| Participant deferral / active EE | $945 | $2,696-64.9% | $3,609-73.8% | $3,332-71.6% |
| Admin fee / account holder | $4,176 | $3,585+16.5% | $4,906-14.9% | $4,645-10.1% |