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 | $122,744 | $179,726-31.7% | $156,263-21.5% | $142,382-13.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 14.56% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $682 | $5,069-86.6% | $4,333-84.3% | $4,299-84.1% |
| Participant deferral / active EE | $2,331 | $6,956-66.5% | $6,158-62.1% | $6,507-64.2% |
| Admin fee / account holder | $4,648 | $17,272-73.1% | $14,255-67.4% | $12,624-63.2% |