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 | $25,656 | $102,966-75.1% | $90,281-71.6% | $152,861-83.2% |
| Participation rate | 38.9% | 75.9%-37.0pp | 73.3%-34.4pp | 82.4%-43.6pp |
| Annual return | 17.34% | 95.16%-77.8pp | 78.10%-60.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,374 | $4,281-44.6% | $3,885-38.9% | $5,850-59.4% |
| Admin fee / account holder | $1,604 | $6,171-74.0% | $5,351-70.0% | $11,596-86.2% |