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 | $66,130 | $181,894-63.6% | $156,549-57.8% | $273,961-75.9% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 6.47% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,213 | $6,248-80.6% | $5,501-77.9% | $4,869-75.1% |
| Participant deferral / active EE | $2,698 | $5,550-51.4% | $4,871-44.6% | $5,287-49.0% |
| Admin fee / account holder | $669 | $15,559-95.7% | $13,027-94.9% | $10,132-93.4% |