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 | $52,415 | $117,381-55.3% | $99,443-47.3% | $152,861-65.7% |
| Participation rate | 29.2% | 77.5%-48.4pp | 73.8%-44.7pp | 82.4%-53.3pp |
| Annual return | 17.39% | 31.87%-14.5pp | 30.72%-13.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $738 | $4,086-81.9% | $3,619-79.6% | $5,850-87.4% |
| Admin fee / account holder | $4,743 | $7,631-37.8% | $6,250-24.1% | $11,596-59.1% |