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 | $113,716 | $148,534-23.4% | $135,903-16.3% | $139,434-18.4% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 16.79% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $463 | $5,243-91.2% | $4,856-90.5% | $4,751-90.3% |
| Participant deferral / active EE | $2,507 | $8,100-69.1% | $7,758-67.7% | $6,710-62.6% |
| Admin fee / account holder | $11,948 | $12,400-3.6% | $10,762+11.0% | $11,403+4.8% |