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 | $70,364 | $102,604-31.4% | $86,188-18.4% | $139,434-49.5% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 18.09% | 1922.51%-1904.4pp | 1168.45%-1150.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,589 | $4,676-66.0% | $3,985-60.1% | $6,710-76.3% |
| Admin fee / account holder | $1,455 | $8,657-83.2% | $6,852-78.8% | $11,403-87.2% |