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 | $54,384 | $102,616-47.0% | $81,983-33.7% | $158,922-65.8% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.2%-5.0pp | 82.0%-17.7pp |
| Annual return | 8.40% | 61.04%-52.6pp | 41.31%-32.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,899 | $4,648-59.1% | $3,722-49.0% | $5,982-68.3% |
| Admin fee / account holder | $7,896 | $8,235-4.1% | $5,664+39.4% | $11,246-29.8% |