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 | $56,688 | $107,334-47.2% | $92,893-39.0% | $152,861-62.9% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 22.55% | 145.58%-123.0pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,427 | $4,845-70.5% | $4,236-66.3% | $5,850-75.6% |
| Admin fee / account holder | $3,665 | $7,079-48.2% | $5,794-36.8% | $11,596-68.4% |