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 | $38,261 | $110,257-65.3% | $96,544-60.4% | $139,434-72.6% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 30.06% | 26.32%+3.7pp | 25.84%+4.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $568 | $3,620-84.3% | $2,965-80.8% | $4,751-88.0% |
| Participant deferral / active EE | $1,894 | $5,548-65.9% | $4,851-60.9% | $6,710-71.8% |
| Admin fee / account holder | $9,416 | $11,591-18.8% | $8,252+14.1% | $11,403-17.4% |