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 8-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 | $67,486 | $53,127+27.0% | $86,590-22.1% | $70,131-3.8% |
| Participation rate | 42.9% | 65.3%-22.5pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 14.44% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,362 | $2,696+24.7% | $3,609-6.8% | $3,332+0.9% |
| Admin fee / account holder | $2,225 | $3,585-37.9% | $4,906-54.6% | $4,645-52.1% |