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 | $40,449 | $107,334-62.3% | $92,893-56.5% | $152,861-73.5% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.4%-44.4pp |
| Annual return | 21.11% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $650 | $4,221-84.6% | $3,653-82.2% | $4,762-86.4% |
| Participant deferral / active EE | $1,414 | $4,845-70.8% | $4,236-66.6% | $5,850-75.8% |
| Admin fee / account holder | $1,618 | $7,079-77.1% | $5,794-72.1% | $11,596-86.0% |