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 | $41,980 | $99,079-57.6% | $77,999-46.2% | $273,961-84.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 7.45% | 217.93%-210.5pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $257 | $3,308-92.2% | $2,470-89.6% | $4,869-94.7% |
| Participant deferral / active EE | $2,569 | $4,306-40.3% | $3,497-26.5% | $5,287-51.4% |
| Admin fee / account holder | $1,010 | $8,954-88.7% | $5,480-81.6% | $10,132-90.0% |