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 | $69,925 | $102,966-32.1% | $90,281-22.5% | $152,861-54.3% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.4%-52.4pp |
| Annual return | 16.30% | 95.16%-78.9pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $64 | $3,139-97.9% | $2,854-97.7% | $4,762-98.6% |
| Participant deferral / active EE | $1,074 | $4,281-74.9% | $3,885-72.4% | $5,850-81.6% |
| Admin fee / account holder | $1,505 | $6,171-75.6% | $5,351-71.9% | $11,596-87.0% |