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 | $73,982 | $226,064-67.3% | $182,532-59.5% | $152,861-51.6% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.0%-58.0pp | 82.4%-62.4pp |
| Annual return | 18.00% | 192.51%-174.5pp | 148.54%-130.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,702 | $6,368-10.5% | $5,524+3.2% | $5,850-2.5% |
| Admin fee / account holder | $2,107 | $10,703-80.3% | $8,592-75.5% | $11,596-81.8% |