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 | $81,302 | $202,432-59.8% | $169,368-52.0% | $139,434-41.7% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 16.66% | 531.74%-515.1pp | 405.60%-388.9pp | 372.94%-356.3pp |
| Employer contribution / active EE | $24 | $4,692-99.5% | $4,013-99.4% | $4,751-99.5% |
| Participant deferral / active EE | $1,280 | $6,938-81.6% | $6,221-79.4% | $6,710-80.9% |
| Admin fee / account holder | $499 | $10,708-95.3% | $9,003-94.5% | $11,403-95.6% |