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 | $46,153 | $85,766-46.2% | $136,294-66.1% | $70,131-34.2% |
| Participation rate | 45.2% | 74.2%-29.0pp | 81.9%-36.8pp | 69.5%-24.4pp |
| Annual return | 25.52% | 31.45%-5.9pp | 5155.94%-5130.4pp | 73.14%-47.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,145 | $5,051-57.5% | $6,247-65.7% | $3,332-35.6% |
| Admin fee / account holder | $7,153 | $5,420+32.0% | $9,243-22.6% | $4,645+54.0% |