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 | $70,192 | $54,705+28.3% | $71,209-1.4% | $84,808-17.2% |
| Participation rate | 32.0% | 64.1%-32.1pp | 73.8%-41.8pp | 68.3%-36.3pp |
| Annual return | 18.85% | 35.90%-17.0pp | 282.51%-263.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,948 | $3,030-35.7% | $4,175-53.3% | $4,212-53.7% |
| Admin fee / account holder | $2,194 | $4,863-54.9% | $5,349-59.0% | $7,344-70.1% |