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 | $50,163 | $66,402-24.5% | $109,895-54.4% | $85,850-41.6% |
| Participation rate | 36.7% | 63.9%-27.2pp | 74.2%-37.6pp | 69.3%-32.6pp |
| Annual return | 18.75% | 19.59%-0.8pp | 29.45%-10.7pp | 318.53%-299.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,133 | $2,842-60.2% | $4,048-72.0% | $3,952-71.3% |
| Admin fee / account holder | $3,487 | $4,557-23.5% | $6,066-42.5% | $6,260-44.3% |