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 | $58,038 | $63,346-8.4% | $92,233-37.1% | $70,131-17.2% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.7pp |
| Annual return | 16.90% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,555 | $2,854-10.5% | $3,897-34.4% | $3,332-23.3% |
| Admin fee / account holder | $2,263 | $3,840-41.1% | $5,194-56.4% | $4,645-51.3% |