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 | $47,892 | $99,079-51.7% | $77,999-38.6% | $273,961-82.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.5%-38.0pp | 83.0%-45.5pp |
| Annual return | 7.37% | 217.93%-210.6pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,283 | $4,306-70.2% | $3,497-63.3% | $5,287-75.7% |
| Admin fee / account holder | $5,079 | $8,954-43.3% | $5,480-7.3% | $10,132-49.9% |