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 | $31,901 | $102,317-68.8% | $146,958-78.3% | $80,856-60.5% |
| Participation rate | 41.1% | 75.8%-34.8pp | 82.2%-41.1pp | 67.6%-26.6pp |
| Annual return | 30.57% | 134.76%-104.2pp | 418.34%-387.8pp | 35.59%-5.0pp |
| Employer contribution / active EE | $533 | $3,713-85.7% | $4,933-89.2% | $2,755-80.7% |
| Participant deferral / active EE | $3,389 | $6,644-49.0% | $8,070-58.0% | $4,296-21.1% |
| Admin fee / account holder | $762 | $7,941-90.4% | $12,998-94.1% | $6,918-89.0% |