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 | $52,015 | $102,547-49.3% | $78,210-33.5% | $147,584-64.8% |
| Participation rate | 27.8% | 74.4%-46.6pp | 68.7%-41.0pp | 82.8%-55.1pp |
| Annual return | 15.99% | 51.08%-35.1pp | 40.90%-24.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,539 | $3,481-55.8% | $2,823-45.5% | $5,439-71.7% |
| Admin fee / account holder | $5,435 | $5,059+7.4% | $3,758+44.6% | $10,885-50.1% |