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 | $56,365 | $113,339-50.3% | $94,993-40.7% | $147,584-61.8% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.9%-31.0pp | 82.8%-40.0pp |
| Annual return | 26.66% | 20.77%+5.9pp | 27.12%-0.5pp | 578.55%-551.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,058 | $3,777+33.9% | $3,317+52.5% | $5,439-7.0% |
| Admin fee / account holder | $2,076 | $6,063-65.8% | $4,960-58.1% | $10,885-80.9% |