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 | $26,357 | $165,912-84.1% | $122,332-78.5% | $147,584-82.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 18.52% | 34.55%-16.0pp | 30.27%-11.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,602 | $4,005+14.9% | $3,287+40.0% | $5,439-15.4% |
| Admin fee / account holder | $1,584 | $7,424-78.7% | $5,478-71.1% | $10,885-85.5% |