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 | $37,241 | $102,828-63.8% | $105,387-64.7% | $152,861-75.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.6%-25.4pp | 82.4%-25.3pp |
| Annual return | 21.08% | 20.85%+0.2pp | 26.82%-5.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | -$66 | $4,473-101.5% | $4,213-101.6% | $4,762-101.4% |
| Participant deferral / active EE | $2,363 | $5,465-56.8% | $5,502-57.0% | $5,850-59.6% |
| Admin fee / account holder | $19,739 | $8,683+127.3% | $6,559+201.0% | $11,596+70.2% |