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 | $51,041 | $209,411-75.6% | $178,490-71.4% | $158,922-67.9% |
| Participation rate | 61.9% | 86.3%-24.4pp | 81.9%-20.0pp | 82.0%-20.1pp |
| Annual return | 29.01% | 188.75%-159.7pp | 151.07%-122.1pp | 302.83%-273.8pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,934 | $5,954-50.7% | $5,202-43.6% | $5,982-51.0% |
| Admin fee / account holder | $1,337 | $17,074-92.2% | $13,984-90.4% | $11,246-88.1% |