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 | $70,843 | $56,199+26.1% | $67,652+4.7% | $59,632+18.8% |
| Participation rate | 68.6% | 71.5%-2.9pp | 75.7%-7.1pp | 68.7%-0.1pp |
| Annual return | 0.07% | 18505.31%-18505.2pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,316 | $2,844+16.6% | $3,560-6.9% | $3,192+3.9% |
| Admin fee / account holder | $7,893 | $3,958+99.4% | $4,821+63.7% | $4,297+83.7% |