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 | $37,906 | $176,812-78.6% | $146,665-74.2% | $167,490-77.4% |
| Participation rate | 38.9% | 83.6%-44.7pp | 80.1%-41.2pp | 82.1%-43.2pp |
| Annual return | 13.20% | 24.03%-10.8pp | 22.74%-9.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $524 | $5,160-89.8% | $4,136-87.3% | $4,837-89.2% |
| Participant deferral / active EE | $2,292 | $6,440-64.4% | $5,506-58.4% | $6,341-63.9% |
| Admin fee / account holder | $559 | $13,259-95.8% | $10,280-94.6% | $12,309-95.5% |