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 | $19,010 | $85,022-77.6% | $70,515-73.0% | $139,434-86.4% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 40.94% | 30.38%+10.6pp | 32.77%+8.2pp | 372.94%-332.0pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,158 | $5,890-80.3% | $4,567-74.6% | $6,710-82.7% |
| Admin fee / account holder | $666 | $8,906-92.5% | $6,412-89.6% | $11,403-94.2% |