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 | $58,563 | $202,432-71.1% | $169,368-65.4% | $139,434-58.0% |
| Participation rate | 22.2% | 81.1%-58.8pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 21.11% | 531.74%-510.6pp | 405.60%-384.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,793 | $6,938-74.2% | $6,221-71.2% | $6,710-73.3% |
| Admin fee / account holder | $1,487 | $10,708-86.1% | $9,003-83.5% | $11,403-87.0% |