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 | $146,030 | $228,332-36.0% | $185,823-21.4% | $158,922-8.1% |
| Participation rate | 35.0% | 82.3%-47.3pp | 78.0%-43.0pp | 82.0%-47.0pp |
| Annual return | 12.63% | 40.80%-28.2pp | 35.95%-23.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $223 | $4,967-95.5% | $4,087-94.6% | $4,761-95.3% |
| Participant deferral / active EE | $3,433 | $6,415-46.5% | $5,632-39.1% | $5,982-42.6% |
| Admin fee / account holder | $709 | $11,864-94.0% | $9,500-92.5% | $11,246-93.7% |