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 | $87,402 | $117,983-25.9% | $101,794-14.1% | $142,382-38.6% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.2%-15.3pp | 80.1%-26.3pp |
| Annual return | 11.08% | 36.92%-25.8pp | 30.53%-19.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $397 | $2,773-85.7% | $2,289-82.7% | $4,299-90.8% |
| Participant deferral / active EE | $2,914 | $4,714-38.2% | $4,084-28.7% | $6,507-55.2% |
| Admin fee / account holder | $2,385 | $10,433-77.1% | $8,777-72.8% | $12,624-81.1% |