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 | $69,388 | $116,175-40.3% | $93,606-25.9% | $152,861-54.6% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 21.09% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,067 | $4,603-33.4% | $4,069-24.6% | $5,850-47.6% |
| Admin fee / account holder | $1,557 | $10,748-85.5% | $7,888-80.3% | $11,596-86.6% |