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 | $60,217 | $77,164-22.0% | $178,014-66.2% | $80,874-25.5% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 12.95% | 18.09%-5.1pp | 294.80%-281.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,646 | $4,408+5.4% | $6,276-26.0% | $4,297+8.1% |
| Admin fee / account holder | $13,722 | $7,164+91.5% | $10,362+32.4% | $6,935+97.9% |