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 | $55,693 | $125,758-55.7% | $169,993-67.2% | $75,163-25.9% |
| Participation rate | 65.5% | 83.6%-18.1pp | 87.0%-21.5pp | 67.2%-1.7pp |
| Annual return | 21.27% | 27.20%-5.9pp | 53.37%-32.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,283 | $6,837-52.0% | $10,408-68.5% | $4,125-20.4% |
| Admin fee / account holder | $892 | $8,173-89.1% | $12,815-93.0% | $5,651-84.2% |