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 | $42,812 | $176,056-75.7% | $159,436-73.1% | $167,490-74.4% |
| Participation rate | 47.1% | 84.9%-37.9pp | 82.8%-35.8pp | 82.1%-35.0pp |
| Annual return | 21.52% | 331.75%-310.2pp | 263.57%-242.1pp | 478.56%-457.0pp |
| Employer contribution / active EE | $414 | $5,297-92.2% | $4,829-91.4% | $4,837-91.4% |
| Participant deferral / active EE | $3,678 | $7,750-52.5% | $7,352-50.0% | $6,341-42.0% |
| Admin fee / account holder | $2,204 | $12,554-82.4% | $10,799-79.6% | $12,309-82.1% |