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 | $39,374 | $91,019-56.7% | $392,568-90.0% | $72,985-46.1% |
| Participation rate | 48.9% | 74.4%-25.5pp | 78.1%-29.1pp | 69.5%-20.6pp |
| Annual return | 57.58% | 20.00%+37.6pp | 24.42%+33.2pp | 81.00%-23.4pp |
| Employer contribution / active EE | $394 | $2,751-85.7% | $3,783-89.6% | $2,440-83.8% |
| Participant deferral / active EE | $1,959 | $4,570-57.1% | $5,985-67.3% | $3,607-45.7% |
| Admin fee / account holder | $1,132 | $4,895-76.9% | $6,260-81.9% | $5,124-77.9% |