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 | $30,365 | $162,781-81.3% | $133,956-77.3% | $158,922-80.9% |
| Participation rate | 47.1% | 83.2%-36.2pp | 79.8%-32.8pp | 82.0%-34.9pp |
| Annual return | 12.07% | 41.94%-29.9pp | 45.09%-33.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $579 | $4,975-88.4% | $3,919-85.2% | $4,761-87.8% |
| Participant deferral / active EE | $2,504 | $5,911-57.6% | $5,048-50.4% | $5,982-58.1% |
| Admin fee / account holder | $973 | $11,736-91.7% | $8,927-89.1% | $11,246-91.3% |