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 | $36,236 | $183,963-80.3% | $162,163-77.7% | $152,861-76.3% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.4%-26.2pp |
| Annual return | 13.33% | 150.76%-137.4pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,187 | $8,034-60.3% | $7,298-56.3% | $5,850-45.5% |
| Admin fee / account holder | $2,315 | $13,121-82.4% | $10,843-78.6% | $11,596-80.0% |