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 | $44,019 | $112,096-60.7% | $95,952-54.1% | $158,922-72.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 20.42% | 171.09%-150.7pp | 91.61%-71.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $253 | $3,198-92.1% | $2,541-90.0% | $4,761-94.7% |
| Participant deferral / active EE | $1,665 | $4,784-65.2% | $4,167-60.0% | $5,982-72.2% |
| Admin fee / account holder | $313 | $10,130-96.9% | $6,795-95.4% | $11,246-97.2% |