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 | $62,172 | $74,888-17.0% | $71,209-12.7% | $142,382-56.3% |
| Participation rate | 5.6% | 76.2%-70.7pp | 73.8%-68.2pp | 80.1%-74.6pp |
| Annual return | 28.59% | 345.14%-316.6pp | 282.51%-253.9pp | 217.08%-188.5pp |
| Employer contribution / active EE | $266 | $2,854-90.7% | $2,721-90.2% | $4,299-93.8% |
| Participant deferral / active EE | $1,213 | $4,454-72.8% | $4,175-70.9% | $6,507-81.4% |
| Admin fee / account holder | $339 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |