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 | $51,126 | $209,411-75.6% | $178,490-71.4% | $158,922-67.8% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 7.12% | 188.75%-181.6pp | 151.07%-144.0pp | 302.83%-295.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,604 | $5,954-5.9% | $5,202+7.7% | $5,982-6.3% |
| Admin fee / account holder | $6,072 | $17,074-64.4% | $13,984-56.6% | $11,246-46.0% |