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 | $64,969 | $135,952-52.2% | $123,892-47.6% | $273,961-76.3% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 28.84% | 56.63%-27.8pp | 47.52%-18.7pp | 41.45%-12.6pp |
| Employer contribution / active EE | $224 | $5,170-95.7% | $4,617-95.1% | $4,869-95.4% |
| Participant deferral / active EE | $7,477 | $6,343+17.9% | $5,984+24.9% | $5,287+41.4% |
| Admin fee / account holder | $35,426 | $9,817+260.9% | $8,357+323.9% | $10,132+249.6% |