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 | $37,949 | $99,020-61.7% | $86,590-56.2% | $147,584-74.3% |
| Participation rate | 52.2% | 76.3%-24.2pp | 73.5%-21.4pp | 82.8%-30.7pp |
| Annual return | 11.59% | 1312.34%-1300.7pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $959 | $3,972-75.9% | $3,609-73.4% | $5,439-82.4% |
| Admin fee / account holder | $1,324 | $5,710-76.8% | $4,906-73.0% | $10,885-87.8% |