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 | $81,999 | $95,416-14.1% | $185,823-55.9% | $85,850-4.5% |
| Participation rate | 46.3% | 68.8%-22.5pp | 81.7%-35.4pp | 69.3%-23.0pp |
| Annual return | 11.89% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,471 | $3,423+30.6% | $5,568-19.7% | $3,952+13.2% |
| Admin fee / account holder | $7,119 | $7,213-1.3% | $16,237-56.2% | $6,260+13.7% |