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 | $70,496 | $176,056-60.0% | $159,436-55.8% | $167,490-57.9% |
| Participation rate | 38.5% | 84.9%-46.5pp | 82.8%-44.4pp | 82.1%-43.6pp |
| Annual return | 15.51% | 331.75%-316.2pp | 263.57%-248.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $172 | $5,297-96.8% | $4,829-96.4% | $4,837-96.4% |
| Participant deferral / active EE | $3,060 | $7,750-60.5% | $7,352-58.4% | $6,341-51.8% |
| Admin fee / account holder | $489 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |