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 | $47,888 | $228,332-79.0% | $185,823-74.2% | $158,922-69.9% |
| Participation rate | 39.1% | 82.3%-43.2pp | 78.0%-38.9pp | 82.0%-42.8pp |
| Annual return | 15.30% | 40.80%-25.5pp | 35.95%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,753 | $6,415-57.1% | $5,632-51.1% | $5,982-54.0% |
| Admin fee / account holder | $343 | $11,864-97.1% | $9,500-96.4% | $11,246-96.9% |