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 | $49,275 | $157,256-68.7% | $141,162-65.1% | $152,861-67.8% |
| Participation rate | 47.4% | 84.8%-37.5pp | 82.5%-35.1pp | 82.4%-35.1pp |
| Annual return | 19.57% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $509 | $5,261-90.3% | $4,735-89.3% | $4,762-89.3% |
| Participant deferral / active EE | $3,536 | $7,109-50.3% | $6,709-47.3% | $5,850-39.6% |
| Admin fee / account holder | $808 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |