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 | $35,620 | $111,754-68.1% | $103,333-65.5% | $145,922-75.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.62% | 24.77%-10.1pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $737 | $4,212-82.5% | $3,868-81.0% | $4,660-84.2% |
| Participant deferral / active EE | $1,671 | $5,619-70.3% | $5,057-67.0% | $6,688-75.0% |
| Admin fee / account holder | $901 | $9,750-90.8% | $8,355-89.2% | $13,397-93.3% |