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 | $70,933 | $111,724-36.5% | $93,606-24.2% | $145,922-51.4% |
| Participation rate | 65.2% | 74.2%-9.0pp | 68.7%-3.5pp | 80.3%-15.1pp |
| Annual return | 15.81% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,595 | $4,912-26.8% | $4,411-18.5% | $6,688-46.2% |
| Admin fee / account holder | $6,301 | $10,250-38.5% | $8,285-23.9% | $13,397-53.0% |