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 | $64,408 | $102,317-37.1% | $146,958-56.2% | $80,856-20.3% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 12.44% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $462 | $3,713-87.6% | $4,933-90.6% | $2,755-83.2% |
| Participant deferral / active EE | $4,906 | $6,644-26.2% | $8,070-39.2% | $4,296+14.2% |
| Admin fee / account holder | $751 | $7,941-90.5% | $12,998-94.2% | $6,918-89.1% |