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 | $85,544 | $99,079-13.7% | $77,999+9.7% | $273,961-68.8% |
| Participation rate | 61.1% | 78.6%-17.5pp | 75.5%-14.4pp | 83.0%-21.9pp |
| Annual return | 9.36% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,179 | $4,306-49.4% | $3,497-37.7% | $5,287-58.8% |
| Admin fee / account holder | $1,157 | $8,954-87.1% | $5,480-78.9% | $10,132-88.6% |