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 | $44,983 | $98,750-54.4% | $149,696-70.0% | $79,858-43.7% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.5%-28.3pp | 69.6%-15.5pp |
| Annual return | 19.88% | 27.43%-7.5pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,325 | $5,680-41.5% | $6,842-51.4% | $3,740-11.1% |
| Admin fee / account holder | $3,791 | $6,053-37.4% | $9,309-59.3% | $5,306-28.6% |