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 | $46,205 | $102,616-55.0% | $81,983-43.6% | $158,922-70.9% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.2%-31.7pp | 82.0%-44.5pp |
| Annual return | 16.20% | 61.04%-44.8pp | 41.31%-25.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,990 | $4,648-57.2% | $3,722-46.5% | $5,982-66.7% |
| Admin fee / account holder | $3,233 | $8,235-60.7% | $5,664-42.9% | $11,246-71.3% |