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 | $71,909 | $56,110+28.2% | $94,993-24.3% | $70,131+2.5% |
| Participation rate | 41.2% | 65.0%-23.8pp | 73.9%-32.7pp | 69.5%-28.4pp |
| Annual return | 12.70% | 51.02%-38.3pp | 27.12%-14.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,737 | $2,391+56.3% | $3,317+12.7% | $3,332+12.2% |
| Admin fee / account holder | $8,414 | $3,456+143.4% | $4,960+69.6% | $4,645+81.1% |