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 3-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 | $41,293 | $175,202-76.4% | $149,673-72.4% | $139,434-70.4% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 22.49% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,358 | $6,519-17.8% | $5,680-5.7% | $6,710-20.1% |
| Admin fee / account holder | $1,138 | $16,150-93.0% | $13,210-91.4% | $11,403-90.0% |