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 | $26,341 | $85,202-69.1% | $172,739-84.8% | $72,985-63.9% |
| Participation rate | 68.2% | 70.1%-1.9pp | 82.6%-14.5pp | 69.5%-1.3pp |
| Annual return | 23.53% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $362 | $3,324-89.1% | $5,143-93.0% | $2,440-85.2% |
| Participant deferral / active EE | $2,802 | $3,260-14.1% | $5,198-46.1% | $3,607-22.3% |
| Admin fee / account holder | $4,483 | $5,884-23.8% | $13,954-67.9% | $5,124-12.5% |