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 | $70,109 | $102,317-31.5% | $146,958-52.3% | $80,856-13.3% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 15.23% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,108 | $6,644-38.2% | $8,070-49.1% | $4,296-4.4% |
| Admin fee / account holder | $11,249 | $7,941+41.7% | $12,998-13.5% | $6,918+62.6% |