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 | $65,759 | $165,335-60.2% | $149,696-56.1% | $158,922-58.6% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 18.36% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $114 | $5,103-97.8% | $4,644-97.5% | $4,761-97.6% |
| Participant deferral / active EE | $2,420 | $7,181-66.3% | $6,842-64.6% | $5,982-59.6% |
| Admin fee / account holder | $10,692 | $10,807-1.1% | $9,309+14.9% | $11,246-4.9% |