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 | $37,603 | $159,901-76.5% | $146,958-74.4% | $145,922-74.2% |
| Participation rate | 30.4% | 84.0%-53.6pp | 82.2%-51.7pp | 80.3%-49.8pp |
| Annual return | 12.07% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $962 | $5,286-81.8% | $4,933-80.5% | $4,660-79.4% |
| Participant deferral / active EE | $2,773 | $8,428-67.1% | $8,070-65.6% | $6,688-58.5% |
| Admin fee / account holder | $1,023 | $15,044-93.2% | $12,998-92.1% | $13,397-92.4% |