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 | $68,837 | $70,669-2.6% | $169,368-59.4% | $75,163-8.4% |
| Participation rate | 64.2% | 64.8%-0.6pp | 77.1%-13.0pp | 67.2%-3.0pp |
| Annual return | 14.93% | 36.36%-21.4pp | 405.60%-390.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $335 | $2,211-84.8% | $4,013-91.7% | $2,670-87.5% |
| Participant deferral / active EE | $2,517 | $4,311-41.6% | $6,221-59.5% | $4,125-39.0% |
| Admin fee / account holder | $15,557 | $5,402+188.0% | $9,003+72.8% | $5,651+175.3% |