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 | $76,344 | $135,952-43.8% | $123,892-38.4% | $273,961-72.1% |
| Participation rate | 61.1% | 84.1%-23.0pp | 81.4%-20.3pp | 83.0%-21.9pp |
| Annual return | 8.21% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,624 | $6,343-27.1% | $5,984-22.7% | $5,287-12.5% |
| Admin fee / account holder | $1,278 | $9,817-87.0% | $8,357-84.7% | $10,132-87.4% |