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 | $69,130 | $99,341-30.4% | $84,750-18.4% | $273,961-74.8% |
| Participation rate | 36.4% | 80.7%-44.3pp | 76.6%-40.2pp | 83.0%-46.7pp |
| Annual return | 9.74% | 22.93%-13.2pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $325 | $4,214-92.3% | $3,574-90.9% | $4,869-93.3% |
| Participant deferral / active EE | $1,893 | $4,269-55.7% | $3,712-49.0% | $5,287-64.2% |
| Admin fee / account holder | $330 | $6,644-95.0% | $5,332-93.8% | $10,132-96.7% |