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 | $62,894 | $87,166-27.8% | $76,735-18.0% | $137,256-54.2% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.5%-40.9pp | 80.0%-51.4pp |
| Annual return | 13.52% | 26.50%-13.0pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,375 | $4,726-70.9% | $4,088-66.4% | $6,407-78.5% |
| Admin fee / account holder | $332 | $8,403-96.0% | $7,189-95.4% | $12,270-97.3% |