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 5-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 | $33,201 | $74,888-55.7% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 17.74% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,939 | $4,454-11.6% | $4,175-5.7% | $6,507-39.5% |
| Admin fee / account holder | $936 | $5,568-83.2% | $5,349-82.5% | $12,624-92.6% |