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 | $21,690 | $92,222-76.5% | $76,768-71.7% | $135,375-84.0% |
| Participation rate | 35.7% | 79.8%-44.1pp | 77.0%-41.2pp | 82.6%-46.9pp |
| Annual return | 8.90% | 5.46%+3.4pp | 2.43%+6.5pp | 519.73%-510.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,499 | $4,509-0.2% | $3,852+16.8% | $5,609-19.8% |
| Admin fee / account holder | $1,533 | $10,748-85.7% | $6,675-77.0% | $10,827-85.8% |