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 | $33,252 | $91,037-63.5% | $71,671-53.6% | $147,584-77.5% |
| Participation rate | 34.8% | 76.1%-41.3pp | 68.7%-34.0pp | 82.8%-48.0pp |
| Annual return | 15.24% | 20.48%-5.2pp | 20.65%-5.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $473 | $3,327-85.8% | $2,460-80.8% | $4,876-90.3% |
| Participant deferral / active EE | $1,562 | $4,498-65.3% | $3,438-54.6% | $5,439-71.3% |
| Admin fee / account holder | $3,303 | $8,613-61.6% | $5,558-40.6% | $10,885-69.7% |