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 | $77,703 | $214,378-63.8% | $200,582-61.3% | $142,382-45.4% |
| Participation rate | 56.3% | 87.4%-31.2pp | 86.9%-30.6pp | 80.1%-23.9pp |
| Annual return | 13.81% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $657 | $6,841-90.4% | $6,419-89.8% | $4,299-84.7% |
| Participant deferral / active EE | $3,052 | $9,865-69.1% | $9,331-67.3% | $6,507-53.1% |
| Admin fee / account holder | $2,328 | $17,692-86.8% | $16,305-85.7% | $12,624-81.6% |