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 | $82,348 | $127,386-35.4% | $115,037-28.4% | $125,391-34.3% |
| Participation rate | 68.2% | 84.2%-16.0pp | 81.4%-13.2pp | 83.2%-15.0pp |
| Annual return | -1.71% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $832 | $5,166-83.9% | $4,608-81.9% | $4,866-82.9% |
| Participant deferral / active EE | $5,957 | $6,423-7.3% | $6,026-1.2% | $5,352+11.3% |
| Admin fee / account holder | $14,266 | $9,516+49.9% | $8,175+74.5% | $9,540+49.5% |