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 | $66,041 | $85,766-23.0% | $136,294-51.5% | $70,131-5.8% |
| Participation rate | 52.5% | 74.2%-21.7pp | 81.9%-29.4pp | 69.5%-17.0pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,658 | $5,051-27.6% | $6,247-41.4% | $3,332+9.8% |
| Admin fee / account holder | $3,143 | $5,420-42.0% | $9,243-66.0% | $4,645-32.3% |