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 | $23,558 | $90,600-74.0% | $79,464-70.4% | $135,375-82.6% |
| Participation rate | 55.0% | 76.0%-21.0pp | 73.3%-18.3pp | 82.6%-27.6pp |
| Annual return | 26.21% | 977.43%-951.2pp | 718.14%-691.9pp | 519.73%-493.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,588 | $4,050+38.0% | $3,704+50.9% | $5,609-0.4% |
| Admin fee / account holder | $807 | $5,907-86.3% | $5,113-84.2% | $10,827-92.5% |