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 | $105,344 | $181,894-42.1% | $156,549-32.7% | $273,961-61.5% |
| Participation rate | 40.9% | 88.4%-47.5pp | 84.0%-43.1pp | 83.0%-42.1pp |
| Annual return | 12.78% | 30.74%-18.0pp | 32.23%-19.4pp | 41.45%-28.7pp |
| Employer contribution / active EE | $914 | $6,248-85.4% | $5,501-83.4% | $4,869-81.2% |
| Participant deferral / active EE | $1,964 | $5,550-64.6% | $4,871-59.7% | $5,287-62.8% |
| Admin fee / account holder | $15,602 | $15,559+0.3% | $13,027+19.8% | $10,132+54.0% |