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 | $72,645 | $104,251-30.3% | $91,001-20.2% | $147,584-50.8% |
| Participation rate | 61.1% | 78.2%-17.1pp | 75.6%-14.5pp | 82.8%-21.7pp |
| Annual return | 12.10% | 27.06%-15.0pp | 4.60%+7.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,897 | $4,195-54.8% | $3,547-46.5% | $5,439-65.1% |
| Admin fee / account holder | $5,353 | $8,948-40.2% | $5,417-1.2% | $10,885-50.8% |