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 | $70,158 | $101,069-30.6% | $81,478-13.9% | $147,584-52.5% |
| Participation rate | 14.3% | 74.5%-60.2pp | 68.0%-53.7pp | 82.8%-68.5pp |
| Annual return | 22.34% | 32.40%-10.1pp | 38.78%-16.4pp | 578.55%-556.2pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $672 | $4,242-84.2% | $3,537-81.0% | $5,439-87.6% |
| Admin fee / account holder | $1,039 | $5,812-82.1% | $4,561-77.2% | $10,885-90.5% |