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 | $31,410 | $48,750-35.6% | $88,946-64.7% | $74,304-57.7% |
| Participation rate | 21.4% | 44.5%-23.1pp | 68.8%-47.5pp | 60.3%-39.0pp |
| Annual return | 34.94% | 25.91%+9.0pp | 57.82%-22.9pp | 29.43%+5.5pp |
| Employer contribution / active EE | $101 | $1,255-91.9% | $2,555-96.0% | $2,241-95.5% |
| Participant deferral / active EE | $2,837 | $2,423+17.1% | $4,581-38.1% | $3,767-24.7% |
| Admin fee / account holder | $5,770 | $3,756+53.6% | $8,261-30.1% | $2,969+94.4% |