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 | $41,896 | $114,381-63.4% | $107,525-61.0% | $142,382-70.6% |
| Participation rate | 52.4% | 78.1%-25.8pp | 75.1%-22.7pp | 80.1%-27.7pp |
| Annual return | 18.72% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,873 | $5,564+5.5% | $5,116+14.8% | $6,507-9.7% |
| Admin fee / account holder | $16,297 | $9,860+65.3% | $8,919+82.7% | $12,624+29.1% |