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 | $38,044 | $118,849-68.0% | $96,562-60.6% | $167,490-77.3% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 21.16% | 50.49%-29.3pp | 37.78%-16.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,710 | $4,616-63.0% | $3,849-55.6% | $6,341-73.0% |
| Admin fee / account holder | $6,970 | $8,065-13.6% | $6,181+12.8% | $12,309-43.4% |