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 | $61,344 | $181,894-66.3% | $156,549-60.8% | $273,961-77.6% |
| Participation rate | 41.2% | 88.4%-47.2pp | 84.0%-42.8pp | 83.0%-41.8pp |
| Annual return | 10.81% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,096 | $6,248-82.5% | $5,501-80.1% | $4,869-77.5% |
| Participant deferral / active EE | $4,385 | $5,550-21.0% | $4,871-10.0% | $5,287-17.1% |
| Admin fee / account holder | $6,251 | $15,559-59.8% | $13,027-52.0% | $10,132-38.3% |