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 | $48,313 | $105,181-54.1% | $159,436-69.7% | $85,850-43.7% |
| Participation rate | 27.0% | 75.8%-48.7pp | 82.8%-55.8pp | 69.3%-42.3pp |
| Annual return | 20.09% | 45.07%-25.0pp | 263.57%-243.5pp | 318.53%-298.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,195 | $5,945-29.4% | $7,352-42.9% | $3,952+6.2% |
| Admin fee / account holder | $6,079 | $6,933-12.3% | $10,799-43.7% | $6,260-2.9% |