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 | $80,754 | $228,332-64.6% | $185,823-56.5% | $158,922-49.2% |
| Participation rate | 68.4% | 82.3%-13.9pp | 78.0%-9.6pp | 82.0%-13.5pp |
| Annual return | 11.20% | 40.80%-29.6pp | 35.95%-24.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $33 | $4,967-99.3% | $4,087-99.2% | $4,761-99.3% |
| Participant deferral / active EE | $3,800 | $6,415-40.8% | $5,632-32.5% | $5,982-36.5% |
| Admin fee / account holder | $2,001 | $11,864-83.1% | $9,500-78.9% | $11,246-82.2% |