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 | $64,396 | $98,240-34.5% | $82,313-21.8% | $147,584-56.4% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.4pp | 82.8%-21.3pp |
| Annual return | 17.76% | 30.85%-13.1pp | 25.88%-8.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $378 | $3,192-88.1% | $2,428-84.4% | $4,876-92.2% |
| Participant deferral / active EE | $5,348 | $4,383+22.0% | $3,706+44.3% | $5,439-1.7% |
| Admin fee / account holder | $20,294 | $8,563+137.0% | $5,608+261.9% | $10,885+86.4% |