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 | $65,739 | $127,065-48.3% | $113,168-41.9% | $142,382-53.8% |
| Participation rate | 60.9% | 79.2%-18.3pp | 76.6%-15.7pp | 80.1%-19.3pp |
| Annual return | 10.23% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,353 | $5,716-23.9% | $5,107-14.8% | $6,507-33.1% |
| Admin fee / account holder | $2,222 | $15,736-85.9% | $12,068-81.6% | $12,624-82.4% |