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 5-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 | $41,351 | $126,574-67.3% | $106,213-61.1% | $145,922-71.7% |
| Participation rate | 29.4% | 77.6%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 10.39% | 224.79%-214.4pp | 116.14%-105.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $530 | $3,730-85.8% | $3,171-83.3% | $4,660-88.6% |
| Participant deferral / active EE | $2,514 | $5,724-56.1% | $5,016-49.9% | $6,688-62.4% |
| Admin fee / account holder | $12,548 | $17,304-27.5% | $11,033+13.7% | $13,397-6.3% |