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 | $42,051 | $124,319-66.2% | $111,297-62.2% | $167,490-74.9% |
| Participation rate | 41.7% | 79.6%-37.9pp | 77.3%-35.6pp | 82.1%-40.4pp |
| Annual return | 20.21% | 37.44%-17.2pp | 54.65%-34.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,582 | $5,180-11.5% | $4,487+2.1% | $6,341-27.7% |
| Admin fee / account holder | $5,000 | $10,618-52.9% | $7,964-37.2% | $12,309-59.4% |