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 | $62,474 | $63,346-1.4% | $92,233-32.3% | $70,131-10.9% |
| Participation rate | 61.4% | 68.7%-7.3pp | 76.5%-15.1pp | 69.5%-8.2pp |
| Annual return | 12.72% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $269 | $2,471-89.1% | $3,679-92.7% | $2,342-88.5% |
| Participant deferral / active EE | $2,106 | $2,854-26.2% | $3,897-46.0% | $3,332-36.8% |
| Admin fee / account holder | $23,732 | $3,840+518.0% | $5,194+357.0% | $4,645+410.9% |