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 | $73,555 | $92,222-20.2% | $76,768-4.2% | $135,375-45.7% |
| Participation rate | 45.8% | 79.8%-33.9pp | 77.0%-31.1pp | 82.6%-36.8pp |
| Annual return | 13.03% | 5.46%+7.6pp | 2.43%+10.6pp | 519.73%-506.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,993 | $4,509-55.8% | $3,852-48.2% | $5,609-64.5% |
| Admin fee / account holder | $885 | $10,748-91.8% | $6,675-86.7% | $10,827-91.8% |