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 | $70,112 | $112,096-37.5% | $95,952-26.9% | $158,922-55.9% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 12.77% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,580 | $4,784-67.0% | $4,167-62.1% | $5,982-73.6% |
| Admin fee / account holder | $591 | $10,130-94.2% | $6,795-91.3% | $11,246-94.7% |