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 | $19,565 | $107,934-81.9% | $91,989-78.7% | $152,861-87.2% |
| Participation rate | 38.1% | 81.2%-43.1pp | 78.6%-40.5pp | 82.4%-44.4pp |
| Annual return | 27.99% | 89.24%-61.3pp | 69.02%-41.0pp | 345.32%-317.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,791 | $6,364-56.1% | $5,923-52.9% | $5,850-52.3% |
| Admin fee / account holder | $1,876 | $10,520-82.2% | $7,743-75.8% | $11,596-83.8% |