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 | $58,631 | $181,894-67.8% | $156,549-62.5% | $273,961-78.6% |
| Participation rate | 14.3% | 88.4%-74.1pp | 84.0%-69.7pp | 83.0%-68.7pp |
| Annual return | 10.82% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,571 | $5,550-53.7% | $4,871-47.2% | $5,287-51.4% |
| Admin fee / account holder | $702 | $15,559-95.5% | $13,027-94.6% | $10,132-93.1% |