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 | $35,889 | $158,398-77.3% | $126,539-71.6% | $142,382-74.8% |
| Participation rate | 28.6% | 75.8%-47.2pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 11.12% | 593.76%-582.6pp | 425.95%-414.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,399 | $4,767-28.7% | $4,083-16.7% | $6,507-47.8% |
| Admin fee / account holder | $2,141 | $6,918-69.1% | $6,065-64.7% | $12,624-83.0% |