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 | $46,517 | $148,534-68.7% | $135,903-65.8% | $139,434-66.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 28.45% | 79.19%-50.7pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $758 | $5,243-85.5% | $4,856-84.4% | $4,751-84.0% |
| Participant deferral / active EE | $2,676 | $8,100-67.0% | $7,758-65.5% | $6,710-60.1% |
| Admin fee / account holder | $659 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |