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 | $26,650 | $107,334-75.2% | $92,893-71.3% | $152,861-82.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 18.67% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $151 | $4,221-96.4% | $3,653-95.9% | $4,762-96.8% |
| Participant deferral / active EE | $1,498 | $4,845-69.1% | $4,236-64.6% | $5,850-74.4% |
| Admin fee / account holder | $4,632 | $7,079-34.6% | $5,794-20.1% | $11,596-60.1% |