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 | $59,055 | $100,041-41.0% | $149,718-60.6% | $70,131-15.8% |
| Participation rate | 41.5% | 83.6%-42.1pp | 87.1%-45.6pp | 69.5%-28.1pp |
| Annual return | 24.85% | 27.43%-2.6pp | 1501.63%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,609 | $4,983-27.6% | $6,569-45.1% | $3,332+8.3% |
| Admin fee / account holder | $3,191 | $8,286-61.5% | $11,283-71.7% | $4,645-31.3% |