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 | $74,693 | $78,672-5.1% | $109,143-31.6% | $85,850-13.0% |
| Participation rate | 37.1% | 68.3%-31.1pp | 75.9%-38.7pp | 69.3%-32.2pp |
| Annual return | 11.28% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $109 | $2,735-96.0% | $3,722-97.1% | $2,565-95.7% |
| Participant deferral / active EE | $2,046 | $3,467-41.0% | $4,653-56.0% | $3,952-48.2% |
| Admin fee / account holder | $1,730 | $5,469-68.4% | $6,752-74.4% | $6,260-72.4% |