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 | $31,540 | $232,540-86.4% | $185,117-83.0% | $147,584-78.6% |
| Participation rate | 36.8% | 82.4%-45.5pp | 77.3%-40.4pp | 82.8%-46.0pp |
| Annual return | 14.73% | 43.03%-28.3pp | 40.50%-25.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,187 | $5,834-79.7% | $5,045-76.5% | $5,439-78.2% |
| Admin fee / account holder | $1,999 | $10,275-80.5% | $8,159-75.5% | $10,885-81.6% |