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 | $65,508 | $109,327-40.1% | $89,391-26.7% | $158,922-58.8% |
| Participation rate | 35.0% | 74.3%-39.3pp | 68.0%-33.0pp | 82.0%-47.0pp |
| Annual return | 12.21% | 345.68%-333.5pp | 245.62%-233.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $977 | $4,598-78.8% | $3,890-74.9% | $5,982-83.7% |
| Admin fee / account holder | $14,810 | $6,153+140.7% | $4,881+203.4% | $11,246+31.7% |