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 | $55,672 | $70,669-21.2% | $169,368-67.1% | $75,163-25.9% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.1%-17.1pp | 67.2%-7.2pp |
| Annual return | 14.10% | 36.36%-22.3pp | 405.60%-391.5pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,029 | $4,311-29.7% | $6,221-51.3% | $4,125-26.6% |
| Admin fee / account holder | $735 | $5,402-86.4% | $9,003-91.8% | $5,651-87.0% |