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 | $37,366 | $69,207-46.0% | $64,056-41.7% | $139,434-73.2% |
| Participation rate | 47.4% | 75.6%-28.2pp | 72.3%-24.9pp | 80.3%-33.0pp |
| Annual return | 20.08% | 45.88%-25.8pp | 33.69%-13.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $384 | $3,182-87.9% | $2,747-86.0% | $4,751-91.9% |
| Participant deferral / active EE | $6,758 | $4,682+44.3% | $3,880+74.2% | $6,710+0.7% |
| Admin fee / account holder | $1,964 | $4,244-53.7% | $3,068-36.0% | $11,403-82.8% |