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 | $49,348 | $125,758-60.8% | $169,993-71.0% | $75,163-34.3% |
| Participation rate | 51.2% | 83.6%-32.4pp | 87.0%-35.8pp | 67.2%-16.0pp |
| Annual return | 25.23% | 27.20%-2.0pp | 53.37%-28.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $1,092 | $4,615-76.3% | $6,785-83.9% | $2,670-59.1% |
| Participant deferral / active EE | $5,587 | $6,837-18.3% | $10,408-46.3% | $4,125+35.4% |
| Admin fee / account holder | $23,458 | $8,173+187.0% | $12,815+83.1% | $5,651+315.1% |