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 | $92,183 | $232,540-60.4% | $185,117-50.2% | $147,584-37.5% |
| Participation rate | 47.1% | 82.4%-35.3pp | 77.3%-30.2pp | 82.8%-35.8pp |
| Annual return | 14.71% | 43.03%-28.3pp | 40.50%-25.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,412 | $5,834-41.5% | $5,045-32.4% | $5,439-37.3% |
| Admin fee / account holder | $719 | $10,275-93.0% | $8,159-91.2% | $10,885-93.4% |