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 | $36,048 | $118,680-69.6% | $98,907-63.6% | $158,922-77.3% |
| Participation rate | 37.5% | 77.8%-40.3pp | 76.0%-38.5pp | 82.0%-44.5pp |
| Annual return | 17.75% | 372.35%-354.6pp | 196.43%-178.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,738 | $5,088-26.5% | $4,244-11.9% | $5,982-37.5% |
| Admin fee / account holder | $2,523 | $10,131-75.1% | $6,642-62.0% | $11,246-77.6% |