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 | $95,567 | $232,540-58.9% | $185,117-48.4% | $147,584-35.2% |
| Participation rate | 30.0% | 82.4%-52.4pp | 77.3%-47.3pp | 82.8%-52.8pp |
| Annual return | 9.60% | 43.03%-33.4pp | 40.50%-30.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,002 | $5,834-48.5% | $5,045-40.5% | $5,439-44.8% |
| Admin fee / account holder | $14,270 | $10,275+38.9% | $8,159+74.9% | $10,885+31.1% |