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 | $94,474 | $91,190+3.6% | $178,490-47.1% | $79,858+18.3% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.5pp | 69.6%-35.3pp |
| Annual return | 16.33% | 24.19%-7.9pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,049 | $3,236-36.7% | $5,202-60.6% | $3,740-45.2% |
| Admin fee / account holder | $3,715 | $6,751-45.0% | $13,984-73.4% | $5,306-30.0% |