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 | $43,312 | $113,339-61.8% | $94,993-54.4% | $147,584-70.7% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 15.84% | 20.77%-4.9pp | 27.12%-11.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $66 | $3,160-97.9% | $2,603-97.5% | $4,876-98.6% |
| Participant deferral / active EE | $1,390 | $3,777-63.2% | $3,317-58.1% | $5,439-74.4% |
| Admin fee / account holder | $642 | $6,063-89.4% | $4,960-87.1% | $10,885-94.1% |