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 | $32,616 | $159,934-79.6% | $147,005-77.8% | $145,959-77.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 15.10% | 98.24%-83.1pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $467 | $5,287-91.2% | $4,934-90.5% | $4,661-90.0% |
| Participant deferral / active EE | $3,500 | $8,427-58.5% | $8,070-56.6% | $6,689-47.7% |
| Admin fee / account holder | $29,225 | $15,053+94.1% | $13,006+124.7% | $13,398+118.1% |