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 | $40,017 | $126,574-68.4% | $106,213-62.3% | $145,922-72.6% |
| Participation rate | 69.6% | 77.6%-8.1pp | 75.3%-5.7pp | 80.3%-10.7pp |
| Annual return | 12.92% | 224.79%-211.9pp | 116.14%-103.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,621 | $5,724-54.2% | $5,016-47.7% | $6,688-60.8% |
| Admin fee / account holder | $5,939 | $17,304-65.7% | $11,033-46.2% | $13,397-55.7% |