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 | $72,643 | $149,734-51.5% | $118,925-38.9% | $158,922-54.3% |
| Participation rate | 42.9% | 82.1%-39.2pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | 13.63% | 19.95%-6.3pp | 35.88%-22.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,648 | $5,223-68.4% | $4,265-61.4% | $5,982-72.4% |
| Admin fee / account holder | $6,202 | $8,603-27.9% | $6,581-5.8% | $11,246-44.9% |