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 | $33,705 | $112,096-69.9% | $95,952-64.9% | $158,922-78.8% |
| Participation rate | 43.8% | 79.0%-35.2pp | 77.1%-33.3pp | 82.0%-38.2pp |
| Annual return | 11.50% | 171.09%-159.6pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,678 | $4,784-64.9% | $4,167-59.7% | $5,982-71.9% |
| Admin fee / account holder | $12,286 | $10,130+21.3% | $6,795+80.8% | $11,246+9.2% |