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 | $63,417 | $87,733-27.7% | $106,548-40.5% | $85,850-26.1% |
| Participation rate | 58.6% | 71.9%-13.3pp | 76.1%-17.5pp | 69.3%-10.7pp |
| Annual return | 12.90% | 21.86%-9.0pp | 26.80%-13.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,138 | $3,469-38.4% | $4,398-51.4% | $3,952-45.9% |
| Admin fee / account holder | $4,265 | $6,767-37.0% | $7,407-42.4% | $6,260-31.9% |