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 | $71,461 | $110,261-35.2% | $95,745-25.4% | $139,434-48.7% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 16.23% | 27.11%-10.9pp | 28.35%-12.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,878 | $4,676-17.1% | $4,245-8.6% | $6,710-42.2% |
| Admin fee / account holder | $2,027 | $6,613-69.4% | $5,678-64.3% | $11,403-82.2% |