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 | $46,170 | $110,257-58.1% | $96,544-52.2% | $139,434-66.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 12.76% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $515 | $3,620-85.8% | $2,965-82.6% | $4,751-89.2% |
| Participant deferral / active EE | $4,180 | $5,548-24.7% | $4,851-13.8% | $6,710-37.7% |
| Admin fee / account holder | $17,792 | $11,591+53.5% | $8,252+115.6% | $11,403+56.0% |