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 | $67,969 | $85,766-20.8% | $136,294-50.1% | $70,131-3.1% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 20.37% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,463 | $5,051-11.6% | $6,247-28.6% | $3,332+34.0% |
| Admin fee / account holder | $5,947 | $5,420+9.7% | $9,243-35.7% | $4,645+28.0% |