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 | $40,044 | $63,346-36.8% | $92,233-56.6% | $70,131-42.9% |
| Participation rate | 41.9% | 68.7%-26.7pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 23.57% | 530.12%-506.5pp | 176.28%-152.7pp | 73.14%-49.6pp |
| Employer contribution / active EE | $180 | $2,471-92.7% | $3,679-95.1% | $2,342-92.3% |
| Participant deferral / active EE | $1,338 | $2,854-53.1% | $3,897-65.7% | $3,332-59.8% |
| Admin fee / account holder | $488 | $3,840-87.3% | $5,194-90.6% | $4,645-89.5% |