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 | $83,517 | $53,127+57.2% | $86,590-3.5% | $70,131+19.1% |
| Participation rate | 41.5% | 65.3%-23.8pp | 73.5%-32.1pp | 69.5%-28.1pp |
| Annual return | 16.73% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $904 | $2,696-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $1,177 | $3,585-67.2% | $4,906-76.0% | $4,645-74.7% |