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 | $62,637 | $99,079-36.8% | $77,999-19.7% | $273,961-77.1% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.5%-10.8pp | 83.0%-18.3pp |
| Annual return | 4.33% | 217.93%-213.6pp | 425.96%-421.6pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,028 | $4,306-52.9% | $3,497-42.0% | $5,287-61.6% |
| Admin fee / account holder | $11,583 | $8,954+29.4% | $5,480+111.3% | $10,132+14.3% |