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 | $30,355 | $107,934-71.9% | $91,989-67.0% | $152,861-80.1% |
| Participation rate | 43.5% | 81.2%-37.7pp | 78.6%-35.2pp | 82.4%-39.0pp |
| Annual return | 25.77% | 89.24%-63.5pp | 69.02%-43.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,924 | $6,364-69.8% | $5,923-67.5% | $5,850-67.1% |
| Admin fee / account holder | $407 | $10,520-96.1% | $7,743-94.7% | $11,596-96.5% |