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 | $150,847 | $135,952+11.0% | $123,892+21.8% | $273,961-44.9% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 8.75% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $390 | $5,170-92.5% | $4,617-91.6% | $4,869-92.0% |
| Participant deferral / active EE | $5,262 | $6,343-17.0% | $5,984-12.1% | $5,287-0.5% |
| Admin fee / account holder | $4,877 | $9,817-50.3% | $8,357-41.6% | $10,132-51.9% |