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 | $40,993 | $85,022-51.8% | $70,515-41.9% | $139,434-70.6% |
| Participation rate | 52.6% | 73.9%-21.3pp | 68.3%-15.7pp | 80.3%-27.7pp |
| Annual return | 16.69% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,907 | $5,890-67.6% | $4,567-58.3% | $6,710-71.6% |
| Admin fee / account holder | $934 | $8,906-89.5% | $6,412-85.4% | $11,403-91.8% |