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 | $34,071 | $102,966-66.9% | $90,281-62.3% | $152,861-77.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 15.52% | 95.16%-79.6pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,721 | $4,281+33.6% | $3,885+47.2% | $5,850-2.2% |
| Admin fee / account holder | $8,533 | $6,171+38.3% | $5,351+59.5% | $11,596-26.4% |