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 | $52,921 | $165,912-68.1% | $122,332-56.7% | $147,584-64.1% |
| Participation rate | 36.4% | 79.6%-43.2pp | 71.6%-35.3pp | 82.8%-46.5pp |
| Annual return | 17.79% | 34.55%-16.8pp | 30.27%-12.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,713 | $4,005-57.2% | $3,287-47.9% | $5,439-68.5% |
| Admin fee / account holder | $9,864 | $7,424+32.9% | $5,478+80.1% | $10,885-9.4% |