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 | $118,459 | $154,117-23.1% | $129,995-8.9% | $139,434-15.0% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-16.9pp | 80.3%-18.8pp |
| Annual return | 15.26% | 32.48%-17.2pp | -137.18%+152.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,670 | $6,710-60.2% | $5,820-54.1% | $6,710-60.2% |
| Admin fee / account holder | $1,234 | $14,007-91.2% | $10,614-88.4% | $11,403-89.2% |