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 | $63,920 | $91,552-30.2% | $133,956-52.3% | $79,858-20.0% |
| Participation rate | 43.0% | 73.3%-30.3pp | 79.8%-36.8pp | 69.6%-26.6pp |
| Annual return | 10.30% | 61.85%-51.5pp | 45.09%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $273 | $2,384-88.5% | $3,919-93.0% | $2,471-89.0% |
| Participant deferral / active EE | $1,712 | $3,733-54.1% | $5,048-66.1% | $3,740-54.2% |
| Admin fee / account holder | $1,919 | $6,321-69.6% | $8,927-78.5% | $5,306-63.8% |