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 | $39,897 | $105,859-62.3% | $90,160-55.7% | $147,584-73.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 26.40% | 37.63%-11.2pp | 34.88%-8.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $243 | $4,126-94.1% | $3,318-92.7% | $4,876-95.0% |
| Participant deferral / active EE | $1,841 | $5,733-67.9% | $5,288-65.2% | $5,439-66.1% |
| Admin fee / account holder | $418 | $8,046-94.8% | $5,943-93.0% | $10,885-96.2% |