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 | $36,772 | $49,173-25.2% | $121,098-69.6% | $75,163-51.1% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 20.02% | 55.99%-36.0pp | 985.75%-965.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,511 | $2,628-4.4% | $4,080-38.4% | $4,125-39.1% |
| Admin fee / account holder | $618 | $3,942-84.3% | $5,644-89.0% | $5,651-89.1% |