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 | $25,151 | $85,766-70.7% | $136,294-81.5% | $70,131-64.1% |
| Participation rate | 35.4% | 74.2%-38.7pp | 81.9%-46.5pp | 69.5%-34.1pp |
| Annual return | 20.69% | 31.45%-10.8pp | 5155.94%-5135.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,782 | $5,051-25.1% | $6,247-39.5% | $3,332+13.5% |
| Admin fee / account holder | $2,874 | $5,420-47.0% | $9,243-68.9% | $4,645-38.1% |