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 | $35,688 | $86,286-58.6% | $111,297-67.9% | $85,850-58.4% |
| Participation rate | 67.6% | 73.3%-5.8pp | 77.3%-9.7pp | 69.3%-1.7pp |
| Annual return | 18.49% | 19.99%-1.5pp | 54.65%-36.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $32 | $2,043-98.4% | $2,731-98.8% | $2,565-98.8% |
| Participant deferral / active EE | $1,856 | $3,641-49.0% | $4,487-58.6% | $3,952-53.0% |
| Admin fee / account holder | $3,988 | $8,188-51.3% | $7,964-49.9% | $6,260-36.3% |