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 | $42,222 | $85,766-50.8% | $136,294-69.0% | $70,131-39.8% |
| Participation rate | 54.8% | 74.2%-19.3pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 38.92% | 31.45%+7.5pp | 5155.94%-5117.0pp | 73.14%-34.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,177 | $5,051-56.9% | $6,247-65.1% | $3,332-34.7% |
| Admin fee / account holder | $5,773 | $5,420+6.5% | $9,243-37.5% | $4,645+24.3% |