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 | $45,273 | $129,217-65.0% | $93,406-51.5% | $158,922-71.5% |
| Participation rate | 43.8% | 71.0%-27.2pp | 66.8%-23.1pp | 82.0%-38.2pp |
| Annual return | 12.23% | 118.21%-106.0pp | 78.05%-65.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,297 | $3,909-66.8% | $3,126-58.5% | $5,982-78.3% |
| Admin fee / account holder | $5,720 | $7,383-22.5% | $5,230+9.4% | $11,246-49.1% |