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 | $60,609 | $112,881-46.3% | $90,951-33.4% | $158,922-61.9% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 9.70% | 215.79%-206.1pp | 134.60%-124.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $5 | $2,893-99.8% | $2,122-99.8% | $4,761-99.9% |
| Participant deferral / active EE | $2,310 | $4,128-44.0% | $3,373-31.5% | $5,982-61.4% |
| Admin fee / account holder | $14,145 | $8,041+75.9% | $5,959+137.4% | $11,246+25.8% |