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 | $38,967 | $96,305-59.5% | $80,569-51.6% | $139,434-72.1% |
| Participation rate | 43.5% | 73.6%-30.2pp | 67.0%-23.5pp | 80.3%-36.8pp |
| Annual return | 10.63% | 1350.08%-1339.5pp | 935.43%-924.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $94 | $3,262-97.1% | $2,723-96.6% | $4,751-98.0% |
| Participant deferral / active EE | $1,094 | $5,232-79.1% | $4,447-75.4% | $6,710-83.7% |
| Admin fee / account holder | $10,013 | $6,599+51.7% | $5,377+86.2% | $11,403-12.2% |