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 | $23,232 | $103,376-77.5% | $87,100-73.3% | $152,861-84.8% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.9%-39.4pp | 82.4%-44.9pp |
| Annual return | 20.86% | 28.10%-7.2pp | 28.19%-7.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $617 | $3,220-80.8% | $2,521-75.5% | $4,762-87.0% |
| Participant deferral / active EE | $2,756 | $4,778-42.3% | $4,049-31.9% | $5,850-52.9% |
| Admin fee / account holder | $68,246 | $12,205+459.2% | $7,497+810.4% | $11,596+488.5% |