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 | $52,503 | $111,814-53.0% | $93,654-43.9% | $145,959-64.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 14.39% | 203.30%-188.9pp | 133.34%-119.0pp | 561.95%-547.6pp |
| Employer contribution / active EE | $503 | $3,092-83.7% | $2,421-79.2% | $4,661-89.2% |
| Participant deferral / active EE | $1,246 | $4,914-74.6% | $4,413-71.8% | $6,689-81.4% |
| Admin fee / account holder | $669 | $10,246-93.5% | $8,282-91.9% | $13,398-95.0% |