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 | $88,525 | $227,553-61.1% | $189,557-53.3% | $167,490-47.1% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.4%-15.3pp | 82.1%-18.9pp |
| Annual return | 12.71% | 78.40%-65.7pp | 64.17%-51.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $31 | $5,316-99.4% | $4,412-99.3% | $4,837-99.4% |
| Participant deferral / active EE | $3,633 | $7,002-48.1% | $6,174-41.1% | $6,341-42.7% |
| Admin fee / account holder | $9,652 | $11,878-18.7% | $9,807-1.6% | $12,309-21.6% |