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 | $40,442 | $127,777-68.3% | $106,548-62.0% | $167,490-75.9% |
| Participation rate | 61.9% | 78.3%-16.4pp | 76.1%-14.2pp | 82.1%-20.2pp |
| Annual return | 17.30% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,532 | $5,087-69.9% | $4,398-65.2% | $6,341-75.8% |
| Admin fee / account holder | $2,975 | $11,228-73.5% | $7,407-59.8% | $12,309-75.8% |