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 | $40,648 | $177,572-77.1% | $154,803-73.7% | $142,382-71.5% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 14.26% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $691 | $4,810-85.6% | $4,305-84.0% | $4,299-83.9% |
| Participant deferral / active EE | $1,792 | $6,272-71.4% | $5,540-67.7% | $6,507-72.5% |
| Admin fee / account holder | $1,182 | $16,786-93.0% | $14,329-91.8% | $12,624-90.6% |