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 5-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 | $66,191 | $102,382-35.3% | $147,005-55.0% | $80,874-18.2% |
| Participation rate | 53.4% | 75.8%-22.4pp | 82.2%-28.8pp | 67.6%-14.2pp |
| Annual return | 18.77% | 134.89%-116.1pp | 418.76%-400.0pp | 35.62%-16.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,363 | $6,646+40.9% | $8,070+16.0% | $4,297+117.9% |
| Admin fee / account holder | $2,076 | $7,942-73.9% | $13,006-84.0% | $6,935-70.1% |