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 | $69,581 | $70,428-1.2% | $96,562-27.9% | $85,850-18.9% |
| Participation rate | 44.4% | 61.8%-17.4pp | 69.8%-25.4pp | 69.3%-24.9pp |
| Annual return | 15.46% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,752 | $2,894-4.9% | $3,849-28.5% | $3,952-30.4% |
| Admin fee / account holder | $1,224 | $4,997-75.5% | $6,181-80.2% | $6,260-80.4% |