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 | $48,354 | $176,056-72.5% | $159,436-69.7% | $167,490-71.1% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 16.31% | 331.75%-315.4pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,346 | $7,750-43.9% | $7,352-40.9% | $6,341-31.5% |
| Admin fee / account holder | $11,505 | $12,554-8.4% | $10,799+6.5% | $12,309-6.5% |