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 | $63,557 | $102,317-37.9% | $146,958-56.8% | $80,856-21.4% |
| Participation rate | 29.8% | 75.8%-46.0pp | 82.2%-52.3pp | 67.6%-37.8pp |
| Annual return | 16.62% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,898 | $6,644-41.3% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $13,444 | $7,941+69.3% | $12,998+3.4% | $6,918+94.3% |