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 | $27,563 | $226,064-87.8% | $182,532-84.9% | $152,861-82.0% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.0%-36.8pp | 82.4%-41.3pp |
| Annual return | 22.46% | 192.51%-170.0pp | 148.54%-126.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $113 | $4,978-97.7% | $4,076-97.2% | $4,762-97.6% |
| Participant deferral / active EE | $2,254 | $6,368-64.6% | $5,524-59.2% | $5,850-61.5% |
| Admin fee / account holder | $310 | $10,703-97.1% | $8,592-96.4% | $11,596-97.3% |