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 | $77,314-22.1% | $177,989-66.2% | $80,856-25.5% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 12.95% | 18.09%-5.1pp | 294.48%-281.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,646 | $4,411+5.3% | $6,276-26.0% | $4,296+8.2% |
| Admin fee / account holder | $13,722 | $7,191+90.8% | $10,363+32.4% | $6,918+98.4% |