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 | $39,284 | $181,894-78.4% | $156,549-74.9% | $273,961-85.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 3.18% | 30.74%-27.6pp | 32.23%-29.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $387 | $6,248-93.8% | $5,501-93.0% | $4,869-92.1% |
| Participant deferral / active EE | $5,750 | $5,550+3.6% | $4,871+18.0% | $5,287+8.8% |
| Admin fee / account holder | $301 | $15,559-98.1% | $13,027-97.7% | $10,132-97.0% |