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 | $143,706 | $228,332-37.1% | $185,823-22.7% | $158,922-9.6% |
| Participation rate | 23.5% | 82.3%-58.8pp | 78.0%-54.5pp | 82.0%-58.4pp |
| Annual return | 20.19% | 40.80%-20.6pp | 35.95%-15.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,326 | $6,415-63.7% | $5,632-58.7% | $5,982-61.1% |
| Admin fee / account holder | $678 | $11,864-94.3% | $9,500-92.9% | $11,246-94.0% |