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 | $54,598 | $197,591-72.4% | $177,821-69.3% | $158,922-65.6% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 11.59% | 58.76%-47.2pp | 48.32%-36.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $661 | $6,697-90.1% | $5,918-88.8% | $4,761-86.1% |
| Participant deferral / active EE | $3,747 | $8,405-55.4% | $7,714-51.4% | $5,982-37.4% |
| Admin fee / account holder | $31,765 | $15,399+106.3% | $12,427+155.6% | $11,246+182.5% |