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 | $89,341 | $117,381-23.9% | $99,443-10.2% | $152,861-41.6% |
| Participation rate | 23.8% | 77.5%-53.7pp | 73.8%-50.0pp | 82.4%-58.6pp |
| Annual return | 23.17% | 31.87%-8.7pp | 30.72%-7.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,661 | $4,086-59.3% | $3,619-54.1% | $5,850-71.6% |
| Admin fee / account holder | $892 | $7,631-88.3% | $6,250-85.7% | $11,596-92.3% |